Tag: Portfolio measurement

Emergency button, Photo by Jason Leung on Unsplash

Tackling My Third Financial Crisis

When it comes to running my portfolio, I spend a fair amount of time thinking ahead. I like to plan what new money I’m likely to add over the next year, whether to shift my position sizes a bit, and sell a holding or two to use up my annual CGT allowance.

Copyright © 2018-2019 www.itinvestor.co.uk

Disclaimer: This site is for informational purposes only. I make no assertions as to the accuracy, completeness, suitability or validity of anything on this site.
I will not be liable for any errors or omissions or any damages arising from its display or use. Here's my privacy and cookie policy