Archives

What should I buy first in the portfolio?

| 9th August 2017

Charlie Morris: That’s my favourite question! And easily the most often-asked question from new Fleet Street Letter readers. In the last few weeks I have been through every single holding in Whisky and Soda and have expressed my view. Those

What about diversification?

| 9th August 2017

Charlie Morris: The late Barton Biggs was an outstanding financial writer. He was the chief investment officer at Morgan Stanley for decades before “retiring” to run a hedge fund. I highly recommend his book Wealth, War and Wisdom. He studied

How often are the portfolios rebalanced?

| 9th August 2017

Charlie Morris: Rebalancing transactions brings you back to your original asset allocation at the start of the last period. Over the long term, rebalancing transactions are shown to have added value because of “mean-reversion.” That means assets that did well

What is Charlie’s view on gold?

| 9th August 2017

Charlie Morris, Investment Director: Gold is a safe haven in a normal crisis. That would typically see growth slow and interest rates fall. Traditionally, bonds are a safe haven. It may surprise you to hear, but gold is essentially a

Who is Charlie Morris?

| 9th August 2017

Nick O’Connor: After a career as an officer in the Grenadier Guards, Charlie spent 17 years as the Head of Absolute Return at HSBC Global Asset Management, managing more than £3 billion in client funds. During his time, Charlie helped

What is The Fleet Street Letter?

| 9th August 2017

Nick O’Connor, Publisher: The Fleet Street Letter is the oldest investment letter in Britain. Charlie’s esteemed predecessors include founder Patrick Maitland, the 17th Earl of Lauderdale… Nigel Wray, the £50 million British business tycoon… and the late Lord William Rees-Mogg, former