Topping up model portfolios

Who said stockmarket investing was dead? Let’s take advantage of cheap stock prices to add a few carefully selected, high-quality businesses to our model portfolios.

We wrote recently that, ‘Equity investing is far from dead. If history is any guide, investing in cheap, well-selected stocks today will sow the seeds for outsized returns tomorrow.’ (see The five secrets of tough-times investing from 25 Jun 12).                 

It is, however, one thing to write and another to act, which is what we’re about to do. First, to our Growth portfolio, focused on providing market-beating returns.

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