Oiling the wheels of risk aversion
Article Abstract:
A fund can outperform an index for a number of reasons, and one may be that it has taken on a higher level of risk than envisaged. A low risk portfolio set up in early 1999 has performed well partly because of stock price rises for Shell and BP Amoco. These two stocks often move in the opposite direction to other large popular stocks, so holdings in BP Amoco and Shell are a way to diversify and hedge againts losses elsewhere. Wall Street may be affected by inflation fears, and BP Amoco and Shell are less likely to be affected since petroleum stocks appear less vulnerable to inflation fears.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1999
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Labouring under delusions
Article Abstract:
Investors should take their human capital into account when devising an investment portfolio.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2000
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