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On the Money
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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

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Brent Sheather Sun, 01 Oct 2023
Contact the Writer: brent@cpam.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
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Dirty DIMS done dirt cheap
On the Money,
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