I wrote this blog on 22nd March, having reduced equity holdings by up to 50% in our portfolios a day or two before. Unfortunately I was then out of the office for a week and forgot to publish it. For all our discretionary clients the proof of the pudding will be in their quarterly valuations. – Howard
With the markets at such a high level at the moment, many of my clients have been asking what my next course of action will be. Allow me to firstly explain what ongoing investment service most clients experience currently. Continue reading “Buy and Hold”