A lot has been happening in the markets over the last couple of months but unfortunately I haven’t found much to take advantage of. Partly I have been too busy to look for investments but also most of the carnage seems to be hitting oil companies and mining, neither of which I think are particularly attractive on aggregate at the moment. I have made some changes to my portfolio in the last week however, but these are not a reaction to macro events these are specific adjustments I have made.
There have been a lot of changes to my portfolio in the last week. Here they are along with my reasoning behind them.
I read a really interesting piece on oil prices, it was contained within a fund report, but I recommend people…
I’ve made a lot of portfolio changes over the last week or so, I don’t know if I’ve just been lucky but I’ve recently found quite a few investments that are attractive.
The next installment of my Weekend Stock Picks looks at the insurer Amlin, a stock I have held for the last couple of years and which has a good dividend yield and is one of the strongest insurers in the industry.