What would you do if you had to start a new portfolio after a 500-point market rally - like now
Clime Asset Management
What would you do if you had to start a new portfolio after a 500-point market rally - like now? More pessimism and lower equity prices would have been helpful. Just two months ago this was the case as pessimism about Australia's economic prospects lingered into 2015 after the October selloff. Now, after the subsequent 500-point rally, value opportunities are harder to find. This was the problem confronting us this week as we launched the new StocksInValue ASX Growth Model Portfolio. Read more to find out what stocks are in our ASX model portfolio: (VIEW LINK)
David is responsible for equities commentary and editorial content on StocksInValue. He has over 14 years' experience in equities research, funds management, general investment advice and online publishing.
No areas of expertise