Blueprint for a Cautious Portfolio

Fri 11 Aug 2017

Brian Dennehy

Membership Access | bronze

Portfolio building

Given how low interest rates are, you probably will not be keen on having over-much in cash. On the other hand, stock markets seem perpetually worrying. But there are alternatives. Regular readers know about our Balanced Portfolio, which we track against equivalent funds from Hargreaves Lansdown and Jupiter. There is also an equivalent Cautious Portfolio, which has also done rather well. The problem with a cautious portfolio is that it is, ironically, more difficult to construct than a riskier portfolio. Here we show you how to do it, and the evidence of success over many years.

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