2min chapter

Many Happy Returns cover image

Ready for a portfolio shakeup? What to consider before making a move

Many Happy Returns

CHAPTER

Is Your Portfolio Changing?

There are a lot of different reasons why we might make a major portfolio change. I think it's so important to be clear about what your current portfolio actually is. And sometimes people exclude Bitelet property from their portfolio, even though that's very much part of it and certainly affects the risk profile of your investment overall.

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