Private Investor's Diary Portfolio 

An experimental portfolio

An experimental portfolio

A good month for both US equities and the dollar, helped by a robust economy and strong second-quarter results season. The S&P 500 was up +3.0 per cent, hitting new highs for the first time since the end of January sell-off, and, even better, the Nasdaq gained +5.7 per cent, for a 17.5 per cent return this year. Apart from the Nikkei 225’s +1.4 per cent rise, things weren’t so good elsewhere. Turkey’s largely self-inflicted woes hit both the lira and the stock market. Along with events in Venezuela and to a lesser extent Argentina, it was a reminder of the risks of emerging markets when central authorities lose control of the economy.

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