Asset Allocation is King

Asset Allocation
Asset Allocation


In a recent blog we stressed that Asset Allocation was capable of being responsible of providing up to 80% of the total return from a portfolio and as a comparison we stated that Asset Allocation was the Elephant of investment returns and Investment Charges the mouse.

So if you are looking for Elephant type returns then your focus or your advisers focus should be on Allocation, if you want returns that are more like Mouse droppings then focus on investment charges.

One of our Brexit ready portfolios (although created for defensive qualities), was prepare with both tactical and strategic allocation in mind and has provided a positive return in a difficult market.

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Ray Best is a resilient Financial Planner with a unique approach to investment planning, his work ethic has propelled him from humble beginnings to be voted as a top UK Financial Planner by Vouched For (as published in the Sunday Times). These days he works with families with large investment portfolios or big inheritance tax liabilities, the first step, is to book a Discovery Meeting HERE.

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