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  • MoneyWeek

    Taking a lesson from the 1970s

    Mar 18, 2022 3 minutes

    The MoneyWeek exchange-traded fund (ETF) portfolio is very different to our investment trust portfolio (see page 48 for Merryn’s update on this). The investment trust portfolio consists of six trusts where we believe the managers will add considerable value through their decisions. The ETF portfolio is an asset-allocation strategy, which uses passive ETFs to build a cheap portfolio that’s diversified around the world and across different types of investment. It aims to strike a balance between risky, higher-return assets such as stocks and safer, lower-return ones such as bonds.

    I use the strategy in my own portfolio as a

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