As discussed in the AM note this morning, we are making some amendments across the Flagship Growth Portfolio and the two International Portfolios today / tonight.
We're tweaking the Flagship Growth Portfolio today making a relative performance call. While we like VOC and see it higher over time, we need to make room for VUK, which we think can have a more explosive move.
This is a quality growth stock that has strong earnings momentum. More broadly, the market has now pulled back into our 6500 targeted range and we’re stepping up and increasing our weighting to the market. We view this as a moderate risk stock and our initial plan is to hold over the medium term.
We're tweaking the Income Portfolio to better reflect prevailing macro conditions, with interest rates rising we are reducing our exposure to long duration assets / bond proxies.
We're tweaking the Flagship Growth Portfolio today making a relative performance call. While we like VOC and see it higher over time, we need to make room for VUK, which we think can have a more explosive move.
This is a quality growth stock that has strong earnings momentum. More broadly, the market has now pulled back into our 6500 targeted range and we’re stepping up and increasing our weighting to the market. We view this as a moderate risk stock and our initial plan is to hold over the medium term.
We're tweaking the Income Portfolio to better reflect prevailing macro conditions, with interest rates rising we are reducing our exposure to long duration assets / bond proxies.
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