August proved to be a month of two halves for both the Growth and Income portfolios. In last month's column, I explained why, during the first, I rebalanced somewhat both portfolios - after good performances year to date - by increasing exposure to commercial property and corporate bonds. Taking profits is seldom the road to ruin.
To continue reading, register today
to enjoy limited access to the following:
- Daily trading news
- Funds coverage
- Features on big investment themes
- Comprehensive companies coverage
- Economic analysis