Current portfolio allocations differ considerably from our target allocations, set as a long-term aspirational goal, due to elevated market risk, over-priced sectors, and opportunities in cyclicals (including gold and precious metals).
Allocations Changed Apr-2023
We have revised the allocation of some stocks held in the model portfolios. These changes have been applied to the current and past allocations below.
[Content protected for Premium, International Growth members only]Current Allocations
The graphs below reflect current portfolio allocations:
Past Allocations
The graphs below illustrate how allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals (including gold and precious metals):
