As predicted in the previous review, value-oriented strategies top the third-quarter leaderboard of our model portfolio constituents.
It has been a great year for dividends, but not for income fund investors. Kyle Caldwell explains.
The top 10 companies contributed 10% of all global dividends, roughly the same proportion since 2013.
The 2019 portfolio includes three trusts that use capital reserves to support their dividends.
The Higher Income portfolio is now being dissolved. We review its performance.
Growth-oriented funds were the second quarter’s stellar performers, but our portfolios are well placed for value to come back into fashion.
Money Observer's model portfolios bounced back into the black as stock and bond markets rose in tandem.
Overseas investment trusts offer investors more exotic income sources that can also act as counterweights to UK-centric risks.
Whether your goal is income, growth or a bit of both, our model portfolios can be a profitable place to start.