How to build a LIC portfolio from the ground up
Independent Investment Research
In this presentation, I will help you breakdown a process you can use to analyse LIC’s.
Specifically, I discuss:
- How to use LICs to diversify your portfolio
- Constructing an LIC portfolio from the ground up
- Key considerations when selecting a LIC
- My views on current sector themes
- And some additional tips!
Access the slides here
2 topics
Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.
Expertise
Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.