Taking stock from a market upturn

With portfolio returns of more than 20% in six months, it’s time to make some changes.

PORTFOLIO POINT: Positioning the growth and income portfolios for the best returns in 2013 requires some holding adjustments at the end of the year, with a focus on Flight Centre and NAB.

A solid run in the sharemarket, with the likelihood of more to come, does give me cause to take breath, review my portfolios, and determine if changes need to be made.

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