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Master portfolio – for medium risk investors
This section examines master investment portfolios for investors looking for medium risk investments. Typically they would have an outlook measured in years, but not decades – e.g. they are within 10-15 years of retiring. Portfolios here won’t be likely to generate as much return as adventurous portfolios, but are also likely to lose less value in a stock market slump.
The two questions you need to decide here are:
- Equities in which countries? The global stock market as a whole? Or a bias towards, perhaps, the UK and the US?
- Do you want to focus on ethical/sustainable investments?