Constructing a portfolio

I have just joined your news letter and was wondering if you advise on any particular ETF’s or managed funds or mainly equities?

I have viewed your growth and income portfolios and would like some advice on how to start a new portfolio which will be in about march next year.

A: Thanks for the question.

We  cover  managed funds, ETFs and direct shares, as well as other asset classes.

In regards to constructing a portfolio, it starts with your investment objectives. In the absence of these, and information about your financial situation, I can’t really help.

We  have updated our  income and growth portfolios which will be published next Monday 15 January. The purpose of these portfolios is to model an approach to portfolio construction. Please review these, and in particular, the underlying assumptions.


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