My ‘end of the year’ review

Let’s take a look back at 2018, a volatile year for the financial markets and also for my portfolio to be honest. I’ve changed from a Dividend Growth Investor into a sort of hybrid. I took quite a lot of gains of the table and redistributed them into ETF’s, bonds and a few specific shares of companies I believe in for the long term. I’ve made promotion at work to become a junior broker, which in turn led me to learn a lot about options and these are now a part of portfolio too.

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Portfolio management

How to manage your portfolio, it sounds like a fund manager will tell you what to look out for in your portfolio in current market conditions. It isn’t though, I will discuss what I think is the best strategy based on your capital on hand for the long term.

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I designed my ideal portfolio

I think my portfolio is quite diversified already,  never the less I keep day dreaming about my ideal portfolio everyday. I don’t think investing in only about 10 stocks would be smart, I agree that your first ideas are the best ones but a little more diversification would be solid in my eyes. This is why I came up with a plan:

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