Funds & ETFs 

Buying Japan and gold

Buying Japan and gold

Regular readers will know that many months can pass without any changes being made to either portfolio. This is how it should be. If one is investing in well-performing trusts for the longer term, then there should be no need for high turnover. Dealing costs eat into portfolio performance. However, I do monitor whether trusts have become expensive, and it was this consideration that prompted a number of changes to both portfolios during September.

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