Details

Titel

Will our portfolio beat inflation over the long term?

Ist Teil von

• Investors Chronicle, 2023-05, p.22

Ort / Verlag

London: The Financial Times Limited

Erscheinungsjahr

2023

Link zum Volltext

Quelle

Nexis

Beschreibungen/Notizen

• [...]as interest rates start to peak and inflation potentially goes into reverse, the club has returned to the Investors' Chronicle Portfolio Clinic looking for some new ideas. Avingtrans (AVG), Strix (KETL), TCLARKE (CTO), Venture Life (VLG), BP Marsh & Partners (BPM), Bango (BGO), MTI Wireless Edge (MWE) and Kape Technologies (KAPE). FAIR SHARES INVESTMENT CLUB'S 'STEADY EDDIE' STOCKS Value %of Holding (£) portfolio Morgan Sindall (MGNS) 12,446 8.3 BAE Systems (BA.) 12,348 8.24 Lloyds Banking Group (LLOY) 8,867 5.92 Ecora Resources (ECOR) 7,910 5.28 Vodafone (VOD) 4,308 2.87 FAIR SHARES 'SPICY' STOCKS Value %of Holding (£) portfolio Avingtrans (AVG) 13,352 8.91 TClarke (CTO) 11,206 7.48 Bango (BGO) 8,832 5.89 Venture Life (VLG) 7,867 5.25 BP Marsh & Partners (BPM) 5,724 3.82 MTI Wireless Edge (MWE) 3,171 2.12 Strix (KETL) 2,868 1.91 Kape Technologies (KAPE) 2,708 1.81 Totally 1,694 1.13 FAIR SHARES TRUST PORTFOLIO Value %of Holding (£) portfolio Scottish Mortgage Investment Trust (SMT) 14,979 9.99 JPMORGAN American Investment Trust (JAM) 6,984 4.66 JPMORGAN European Growth & Income (JEGI) 6,070 4.05 Templeton Emerging Markets Investment Trust (TEM) 5,075 3.39 JPMORGAN Japan Small Cap Growth & Income (JSGI) 3,283 2.19