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Coaching

Investment Portfolio

Why we rarely ever change our portfolios

“The stock market is a device for transferring money from the impatient to the patient” - Warren Buffet Occasionally a client will ask me why we rarely change our portfolios. I think this is a fair and legitimate question at the best of times and with

Another sketch in (on) the wall…

Many of you will have heard me say “all you need to know about investing” is contained in the four sketches on our office wall. You know the ones about rear view mirrors and Greed/Buy, Fear/Sell…repeat until you are broke!