How to Position Your Portfolio for Growth

Of those 180 that are liquid enough how many would you normally have exposure to in any one given time. So I'd have positions on them in perhaps in perhaps between 10 and 15 or maybe 20 markets at the moment maximum. That's a function of the fact I haven't got very much capital. If I had a much larger portfolio I'd probably still be long equities but I'd be long lots of other equities it just happens in three equity markets I've listed they're highly correlated with the rest of the market.

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