The high conviction offshore portfolio

Portfolios with a large number of stocks can struggle to beat the market. Here’s how to avoid making the same mistake.

Summary: Many fund managers fail to beat the index as they own too many stocks. Holding larger positions of the right stocks helps to boost performance. I am proposing two high-conviction, actively managed 10 stock portfolios, with different levels of risk and return, from the companies I have been recommending to subscribers.

Key take out: Start buying now – don’t try to time the market. For stocks that have recently had a strong run, buy a bit now and add to the position on “risk-off” days.

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