Stock in Focus

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SIF Portfolio: Alliance Pharma could be the defensive prescription I need

Two weeks ago, I decided to hold back from adding more cyclical stocks into the SIF Portfolio.

My hope was that a defensive stock would become available in my screen results. This would allow me to reduce the portfolio’s long-running imbalance between cyclical and defensive stocks. I’m pleased to say that’s what has happened this week.

AIM-listed Alliance Pharma has been propelled into the Stock in Focus Screen following a strong set of interim results last week. This isn’t a company I’m very familiar with, so despite Stockopedia’s focus on the numbers, I’ve…






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