Portfolio review to the end of April 2012

Published by Marc Westlake under Portfolios |

The surge in stock prices around the world in the first quarter serves as a reminder that predicting market trends can be a frustrating business at the best of times.

Six months ago, the outlook for stock prices appeared to be fading from grim to grimmer:  Standard & Poor’s

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Tartget Portfolios to the end of April 2012

Published by Marc Westlake under Portfolios |

The Target portfolios are suitable for investors in both Direct and Pension investments with a minimum of €50,000 to invest.

Please see analysis sheets attached below

Warning: Past Performance is not a reliable guide to future performance

Warning

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Strategic Portfolios to end of April 2012

Published by Marc Westlake under Portfolios |

The Strategic Portfolios are suitable for both direct and pension investors with a minimum of €250,000 to invest.

Please see analysis sheets attached below

Warning: Past Performance is not a reliable guide to future performance

Warning: The value

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Precision portfolios to the end of April 2012

Published by Marc Westlake under Portfolios |

The Precision portfolios are used exclusively for clients with more than €50,000 in a Pension Source Executive Pension or Occupational Pension Scheme.

Please see analysis sheets attached below

Warning: Past Performance is not a reliable guide to future performance

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Safety First Portfolio analysis to the end of April 2012

Published by Marc Westlake under Portfolios |

The Safety First Portfolio is intended for clients who do not wish to have exposure to "real assets" such as equities or property in their portfolio and would typically be used as a direct investment portfolio complimented by a pension or ARF account.

The portfolio is not a su

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Q: What do Brazil Russia India China Greece and Portugal all have in common?

Published by Marc Westlake under Economics |

A: At one time they have all been classified as Emerging Markets.

Greece was reclassified by MSCI as a Developed Market in June 2001 six months after it was admitted to the Eurozone. However, as the graph below clearly shows, the Greek stock market continued to perform more like an Emergin

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Safety First Portfolio to the end of March 2012

Published by Marc Westlake under Portfolios |

The Safety First Portfolio is intended for clients who do not wish to have exposure to "real assets" such as equities or property in their portfolio and would typically be used as a direct investment portfolio complimented by a pension or ARF account.

The portfolio is not a subst

Continue Reading >


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Precision portfolios to the end of March 2012

Published by Marc Westlake under Portfolios |

The Precision portfolios are used exclusively for clients with more than €50,000 in a Pension Source Executive Pension or Occupational Pension Scheme.

Please see analysis sheets attached below

Warning: Past Performance is not a reliable guide to future performance

Continue Reading >


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Target Portfolios to the end of March 2012

Published by Marc Westlake under Portfolios |

The Target portfolios are suitable for investors in both Direct and Pension investments with a minimum of €50,000 to invest.

Please see analysis sheets attached below

Warning: Past Performance is not a reliable guide to future performance

Warning

Continue Reading >


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Strategic Portfolios to end of March 2012

Published by Marc Westlake under Portfolios |

The Strategic Portfolios are suitable for both direct and pension investors with a minimum of €250,000 to invest.

Please see analysis sheets attached below

Warning: Past Performance is not a reliable guide to future performance

Warning: The value

Continue Reading >


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