Registered:
20/08/18
Seen:
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Real Name: William Konarzewski

Occupation: Consultant anaesthetist

Interests: Asian Markets, Emerging Markets, India, Funds, Property, ETFs, Commodities, Stocks, US Market

Location: Colchester UK

About Me:

I am a retail investor managing a modest portfolio. My objective is to provide both sustainable income and capital growth with a target figure of 4% real return regardless of market conditions.


Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... a year
I invest with... <£500k
Diversification is ... essential to reduce risk

Diversification is the key via uncorrelated assets & spreading the net worldwide.

Equities -50- 60% - mainly large US companies, index tracker ETFs, emerging market funds

Bonds & absolute returns - 20% - through funds

Precious metals and other commodities - 10-15%

Infrastructure, private equity, real estate, utilities - 10-20%

Rebalancing quarterly. Happy to be opportunistic if something looks cheap.

On the whole I avoid small caps but I'm watching there Russell 2000 closely and may buy a tracker when economic confidence returns.


Book

I'm a consultant anaesthetist in the private sector but I do some work for the NHS.



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