close
MENU
Hot Topic Reporting season
Hot Topic Reporting season
On the Money
5 mins to read

Dirty DIMS done dirt cheap

ANALYSIS: What were the big reasons for the poor performance of this particular portfolio relative to the benchmark?

asset allocation

A few years back, I was employed as an expert witness in the preparatory work ahead of a possible court case, on behalf of a trust that was a client of a large stockbroking firm. The trust had a substantial portfolio and its objective was “to preserve and increase the value of the assets”.

We

Want to read more? It's easy.

Choose your best value subscription option

Student

Exclusive offer for uni students studying at a New Zealand university (valued at $499).
Individual
Group membership
NBR Marketplace
NZ Aviation News

Yearly Premium Online Subscription

NZ$499.00 / yearly

Monthly Premium Online Subscription

NZ$44.95 / monthly

Smartphone Only Subscription

NZ$24.95 / monthly

Premium Group Membership 10 Users

NZ$350+GST / monthly

$35 per user - Pay by monthly credit card debit

Premium Group Membership 20 Users

NZ$600+GST / monthly

$30 per user - Pay by monthly credit card debit

Premium Group Membership 50 Users

NZ$1250+GST / monthly

$25 per user - Pay by monthly credit card debit

Premium Group Membership 100 Users

NZ$1875+GST / monthly

$18.75 per user - Pay by monthly credit card debit

Yearly Premium Online Subscription + NBR Marketplace

NZ$499.00 / yearly

Aviation News - Monthly

NZ$14.95 / monthly

Already have an account? Login
Brent Sheather Sun, 01 Oct 2023
Contact the Writer: brent@cpam.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.
Dirty DIMS done dirt cheap
On the Money,
101034
true