Clarification on Weightings in Active Growth Portfolio
Hi Team, How do you calculate the weighting when you buy a stock? The weightings on the Active Growth portfolio only add up to 89% or is this a silly question? Thank you, Alistair
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Answer
Alistair,
The Active Growth Portfolio currently has 85% spread across 18 stocks and 15% in cash, with the cash level denoted below the portfolio. We suspect you looked when we still held JBH.
Hence at this stage we are firmly in “Buy Mode” looking to top up existing positions &/or add 1-2 new positions as we traverse reporting season.
