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Q: Hi 5i,
My current strategy is to have a hybrid approach so that I have some of the income portfolio holdings, some growth and some from balanced. In addition I have taken the same approach with US holdings and UK/Australian (to a lesser extent) so my version is diversified (both by sector and geographically, well hopefully) and I think of it like a balance equity portfolio.
Generally how does this (balanced) approach compare to the income or growth portfolio which seems more targeted in its purpose. Are there persuasive arguments to follow one style over another?

Read Answer Asked by Michael on November 27, 2018

Q: As a follow up to a question on CLS, which stocks in the three portfolios are on your "intensive care list" for monitoring, or do you keep a close eye on all the holdings?

Read Answer Asked by Kelly on November 02, 2018
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