DGE.L

Britain's economy contracted by less than feared in June, when public holidays had been expected to exert a big drag, although sectors most exposed to a wors...

Famed hedge fund manager Ray Dalio said Tuesday that he thinks that the global economy is headed into a period like the 1970s, dominated by inflation concerns and potential stagnation.

📈  Goal #1 - Outperform the $SPX500, I will be the first to recommend investors to keep a large amount of their wealth in index funds. 2021 was a very slight beat for us and so far (as of writing) this portfolio is up considerably vs the benchmark. 🏆  Goal #2 - Target a maximum of 20 holdings in the portfolio - diversification can be your friend but also your worst enemy at the same time. With OVERdiversification comes average returns. 💰  Goal 3 - This portfolio will always be value orientated - this will mean the core holdings will be 'growth at a reasonable price' - Low P/E, P/B & P/S with companies returning earnings to shareholders now rather than years into the future. 🤒  Goal #4 - I Will always keep a 'hedge' in place to protect against drawdowns and sickening volatility! $GOLD is my preference at the moment and I maintain a large position in $GDX Cheers guys 🍻, James