Master portfolios to beat Hargreaves Lansdown

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Master portfolio – for conservative investors

This section examines master investment portfolios for investors needing a conservative portfolio.

Conservative portfolios are best suited to investments with a fairly short term outlook – only a few years, say – where any drop in value probably won’t have time to recover. Portfolios here won’t typically generate the type of growth that more equity-focused portfolios would, but are structurally less likely to lose value in a market slump; there is a risk, if used for long term investing, of failing to keep pace with rising prices (inflation).

The two questions you next need to decide are:

  1. Equities in which countries? The global stock market as a whole? Or a bias towards, perhaps, the UK and the US?
  2. Do you want to focus on ethical/sustainable investments?

3 thoughts on “Master portfolios to beat Hargreaves Lansdown”

      1. Neat tool! My broker is quite expensive for fx which is a pity for SUWS / SUSW when so many other things are chewing away at returns.

        Liked by 1 person

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