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Portfolio changes, and a reflection on 2023 - Evenlode Global Investment View

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Manage episode 390589450 series 2814272
Content provided by Amy Hepworth-Bell and Evenlode Investment. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amy Hepworth-Bell and Evenlode Investment or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We end the year with a little activity in the Evenlode Global Income portfolio, having sold out of two positions and buying two others in their place through November and the early part of December.

As we’ll see these are not like-for-like swaps in terms of industry, but in the context of overall portfolio positioning they add some diversification and valuation appeal.

At the end we’ll take a quick look back at the year as we enter the holiday season.

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Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

  continue reading

104 episodes

Artwork
iconShare
 
Manage episode 390589450 series 2814272
Content provided by Amy Hepworth-Bell and Evenlode Investment. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amy Hepworth-Bell and Evenlode Investment or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We end the year with a little activity in the Evenlode Global Income portfolio, having sold out of two positions and buying two others in their place through November and the early part of December.

As we’ll see these are not like-for-like swaps in terms of industry, but in the context of overall portfolio positioning they add some diversification and valuation appeal.

At the end we’ll take a quick look back at the year as we enter the holiday season.

---

Please note, these views represent the opinions of the Evenlode team as of 18th December 2023 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

  continue reading

104 episodes

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