Model portfolios: How we’re tackling the FKP and Platinum Capital rights issues

Key Points FKP has announced a rights issue at a large discount PMC’s is more or less on par with current price We’ll take up FKP’s and keep an eye on PMC       Our three model portfolios have been performing well and we’ve been happy to let them get on with it. After all, long-term investing shouldn’t require too much tinkering. But opportunities do come along from time to time and that’s what this update is about. Two stock-specific opportunities have arrived on our proverbial plate and it’s time to move on them. They come in the form of offers...

Our three model portfolios have been performing well and we’ve been happy to let them get on with it. After all, long-term investing shouldn’t require too much tinkering. But opportunities do come along from time to time and that’s what this update is about.

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