The Switzer Report has two model portfolios designed by Paul Rickard - one for income and one for growth.
In the ninth review for 2019, we look at how our model income and growth portfolios performed in September.
The purpose of these portfolios is to demonstrate an approach to equity portfolio construction. As the rule sets applied are of critical importance, we provide a quick recap on these. Also, it is important to note that these portfolios are designed as “long only”. They don’t allocate to “cash” and don’t represent a view about the outright direction of the market.