Portfolio Construction
Dear MM, Still enjoying the daily views in this somewhat challenging recent macro environment! If, hypothetically, you had $100k to invest & intended to construct a diversified portfolio limited to 20 positions (5% per position) in the ASX200 starting today . . . Which would be your first 5 purchases to pull the trigger on now at their current share price? Understand this is general advice & hypothetical, but there seems to be few opportunities currently to enter positions for the longer term investor perhaps, but interested where you would lay some ground work for the basis of constructing a new portfolio? With thanks, Bernie
