There is no substitute for quality when it comes to seeking protection in your portfolio

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Livewire Markets

There is no substitute for quality when it comes to seeking protection in your portfolio. As markets remain at what appear to be fully valued levels, Anton Tagliaferro, CIO at Investor Mutual, is not making dramatic changes but he is taking some profits. The biggest protection from a market correction is to make sure you are holding good quality stocks at the right price... a lot of things are at the top end of their valuations... so we are just taking some profits off the top of a few things. Tagliaferro, says he wouldnot be chasing sectors that have had a strong bounce such as resources which he believes is a particularly risky strategy. As far as cash levels go he says he is looking to raise cash levels in anticipation of increased volatility. Watch the interview here:


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