Investment Ideas: a half-year update on the buy list

I spin through the buy list as well as top line asset allocation to check on progress (or otherwise)

A short letter today, spinning through the current Buy list, top-down asset allocation and a quick detour into the Core Income portfolio. I’m not a ferociously tactical, speculative type, and as always, there aren’t lots of changes – a few updates and a few sells.

I’ll start with the overall top-down asset allocation, which will repeat many of the themes…