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Your adviser as your investment coach - Part 7

We’re pleased to share the seventh and final instalment in the Your adviser as your investment coach series: Doing the boring stuff.

This issue forms as a conclusion to the series itself, drawing on other elements of the value advisers brings to investors as their investment coach.

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INSIGHT: Looking beyond returns: Did the portfolio behave as intended?AcuityINSIGHT: Looking beyond returns: Did the portfolio behave as intended?It can be tempting to judge an investment decision by its impact on recent returns. Yet a negative return does not necessarily mean the decision was a poor one. Different parts of a portfolio serve different purposes, and it is inevitable that some will perform less well at certain times. This issu
INSIGHT: Should I be worried about concentrated stock markets?AcuityINSIGHT: Should I be worried about concentrated stock markets?From time to time, the financial media highlights the growing size of the world's largest companies and raises concerns that investors may be overly reliant on a small number of stocks. These discussions can sometimes lead to questions about the merits of market-capitalisation-weighted investing and
INSIGHT: You don’t need bonds… until you need themAcuityINSIGHT: You don’t need bonds… until you need themThis issue explores bonds and their roles in a sensible portfolio, particularly in light of recent media attention on things like US Treasury yields reaching long-term highs. Whilst the politics and debate around government debt levels sit outside of the scope of this release, the issue does revisit
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Barnett Ravenscroft Wealth Management
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