Re: M&M's portfolio review December 2018
Posted: July 10th, 2019, 8:54 pm
Then whatever sectors or indexes each is related to.... do a sector by sector analysis. Then your holding performance against the related constituents. Competitor debt, yield and price ro book will tell you much. And then the drivers in each. Example an oil producer , analyse crude. So a 6 month and 3 year analysis.
Weed it out based on your outlooks and replace any if required.
No point holding something with a bad period outlook and capital in it dead for 1-3 years. The recovery if any, will then at best only let it recoup inflation time. . Including the income if not cut. Giving you cash purchase power still only equivalent to today at best.
Not consider some etfs rather than individual stocks? Or a couple more investment trusts that are not expensive today? Bit of metal exposure for a downturn etc to protect other incomes.
Stuff like that.
Weed it out based on your outlooks and replace any if required.
No point holding something with a bad period outlook and capital in it dead for 1-3 years. The recovery if any, will then at best only let it recoup inflation time. . Including the income if not cut. Giving you cash purchase power still only equivalent to today at best.
Not consider some etfs rather than individual stocks? Or a couple more investment trusts that are not expensive today? Bit of metal exposure for a downturn etc to protect other incomes.
Stuff like that.