Strategy for Long Term Balanced Accounts
Written by Charlie Palmer on 10/08/2018

In my view volatility is likely to stay elevated.

Strategy for long term balanced accounts should include:

  1. Holding more than your usual cash allocation. Buying opportunities will come to you.
  2. Diversification..equity/fixed/absolute return/commodities....currency...growth/value....large/small....geographically...
  3. Beware certain illiquid plays....unless very long term views
  4. Watch out maturity mismatch e.g short term funds in long term assets
  5. Extra layer of due diligence on individual names

Wtih all investment choices in the short term you also need good luck.

Ken Baksh

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