Feedback from the year and how my portfolio was doing.
Thank you for your email and I agree that 2020 was a difficult year on so many fronts. 2021 offers the potential for further equity price growth but this could simply be because there is no alternative (TINA). With the unpresented levels of stimulus that have been put in place to keep economies going through the pandemic we must now be watchful on how governments and central banks row back from these emergency measures and hope that they have learnt from the taper tantrum of 2013.
According to the valuation I can see this morning the Brewin Dolphin portfolio is now xxxx a gain of nearly 10% since inception in July.
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