Portfolio review: November 2017

It’s time for another quarterly portfolio review. Overall, the performance of the portfolio has slowed considerably over the past three months and has become a little more volatile. I’m hoping this drop in performance is temporary, but there’s been a strong run since last summer and it might be unrealistic to expect that sort of performance to continue. I’m hoping extending my coverage to US and European stocks may provide some additional firepower.
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Overall review

Now I’ve been through all the underlying shares there are a few important points to cover about my overall portfolio. I want to look back at the overall performance and the major past decisions and mistakes from the past year. I also want to look forward and consider whether my portfolio is has the right strategy and is sufficiently well diversified to deal with the upcoming ‘macro’ environment. Continue reading