On portfolio construction
I’m building a portfolio with the goal of achieving market-beating returns over the next 5 years. This raises an important question: Should I invest all the money up front, spread it out evenly over the 5 year period, or some other strategy? Some very skilled fund managers that I follow invest their cash quite quickly when they …
Dodging a bullet: Automotive Solutions Group
I’ve been doing a lot of research into a beaten-up company, Automotive Solutions Group Ltd (ASX:4WD) recently. This company raised funds and bought a group of 8 separate businesses in a variety of 4wd and automotive retailing and manufacturing segments, with the idea of vertically integrating and cross-selling each business’ products to customers of the …
