Podcast Archive

Marcus Strategy Thursday October 15th 2020


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Today we publish the re-built Income Portfolio. We have effectively gone fully invested (almost) and today you can see a collection of stocks that is managed by us daily, most of which have a gross yield above 5.5% and which should provide a low volatility portfolio have beats fixed interest and provides an equity market upside option.  We look today at a few research reactions to a  number of stocks after recent results and AGMs and discuss Z1P - do you buy into the faith, or the fundamentals? We also include the usual Technical observations with a couple of stocks in there we will look to top up on (Pyramid in). 

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