Long-term portfolio construction

Can you please add some more detail missing from your model portfolios. Eg buy to position, do you advise sell points and stop loss settings?

A: They are models which demonstrate an approach to long term portfolio construction. You should note in particular the rule sets.

We try to keep turnover to an absolute minimum, making changes only at the start of the year, and then at most, 1 -2 times p/a. These only occur at the end of the month, and there have been no changes yet this year.

Consequently, we don’t advise buy points, sell points or stop loss settings.


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