Concentrated portfolio change: take profits and reinvest
Our Concentrated Portfolio is an Australian equity portfolio we developed last year at the request of several investors who wanted to invest a portion of their wealth in a strategy aiming for higher returns (with the associated higher level of risk).
We’ve made a few changes to the portfolio since its inception, but today we carried out a significant rebalance of the portfolio, taking profits in a number of stocks and reinvesting the proceeds in several stocks that are trading at valuations that are at a significant discount to other stocks of their quality level.
Clients who are logged in can access the updated model portfolio files and standard text from our downloads page, and will see the full details of the portfolio changes and suggestions for implementation below.
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This document is based on information available at the time of publishing, information which we believe is correct and any opinions, conclusions or forecasts are reasonably held or made as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. To the extent permitted by law, neither Aequitas nor any of its affiliates accept liability to any person for loss or damage arising from the use of the information herein.
Please note that past performance is not a reliable indicator of future performance.
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