SIF August review: Can Hamp;amp;T and Vitec stay in the folio?
I’d like to start thanking the many readers who completed my International SIF survey last week, or left comments sharing their views. I really appreciate your feedback.
Happily, 75% of you were keen for me to continue experimenting with rules-based investing in foreign stocks. However, only 51% thought I should include stocks from all of the markets available on Stockopedia.
About one quarter of you said you’d prefer me to focus only on European and/or US stocks.
The final 25% said they were only interested in UK stocks.
Many of you also took the time to make thoughtful suggestions about how I could make the International SIF folio more relevant. There were several recurring themes, especially around changing the mix of geographic coverage.
I’m now planning some changes as a result of your feedback, and will reveal these with my next portfolio update in September.
Shares Awards: Before I get back to my main UK SIF fund, I’d just like to remind you that there are only a few days left to vote for Stockopedia in this year’s Shares Awards. We’re in categories 15 and 17 -- you can vote here.
Two stocks up for eviction
It’s the end...