We are up and running with this years £20k ISA allowance and in the spirit of open discussion and with all suggestions welcome where do we start? Given the significant uncertainties in the markets sitting in cash is the safest option but should we be brave and take advantage of the opportunity to invest at a discount.??
Assuming the portfolio will be relatively concentrated with 5 equally weighted holdings of U.K. income and growth stocks I am considering Keller (LON:KLR) for my first pick. I look forward to your thoughts.
No, I will not be investing in Keller this week, or indeed any equity stock until I see the knife not only stop falling but stabilise. Instead I will be investing in long term UK index linked stock-very boring I hope. My opinion is that the market is under estimating inflation with not only Trump tarriffs kicking in but also 2% rise in emplyers NI contributions. Even if I hold a 25 year stock to maturity I am guaranteed 1% growth per annum in real terms plus a rise in the value of the stock with RPI until 1930 and a small rising income of 1%.
At the very least it will help balance my portfolio.
