Following a request from a subscriber I have written a piece looking at the portfolio I built 2 years ago for training purposes (Alex Bright), looking at how it has coped with the recent market setback even after 2 years of neglect.
I have also explained how my thinking and understanding of portfolio component selection has been revised over that period and suggest what I would do to revise the holdings.
You can link to the article here (members only)
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