Investments in Shares

Unfortunately, many shares also fall into the “hoping it will get better” basket, but unlike property, you can get rid of shares in whole or part by a simple phone call to your stockbroker or financial adviser. Ask them to review your portfolio and suggest what should be held and what should be sold.

You can adopt a similar strategy with your managed funds – but remember that as these invest in a wide range of shares the only true test of their performance is what they have achieved over any five-year period.

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