6 stocks for a full portfolio reset (and 2 duds to avoid)

I don't know about you, but this anonymous writer has not had a good night's sleep in what seems like months. It's probably because this intense market volatility has been keeping investors up at night. Well, it's that or it could be that a dog is now taking over my bed. The jury is out on that one...

 

At some stages, many of us have suffered from some serious portfolio blues, confounded by a persistent sea of red. Meanwhile, the professionals have similarly had a rough time of it. As the benefits of the post-Global Financial Crisis bull market fade, many have posted negative returns for the first time in more than a decade.  

So if you could, would you start from scratch? 

If the answer to that question is yes - you're in luck. In this thematic episode of Buy Hold Sell, Livewire's Ally Selby was joined by TMS Capital's Ben Clark and Marcus Today's Henry Jennings for a full portfolio reset. 

They share whether they would turn a fresh page if given the chance, the top three stocks they would want in each of these hypothetical portfolios, as well as the duds that are currently giving them grief that would be on their way out. 

Plus, they share the macro headwinds that are still creasing their brows, as well as the sectors (and stocks) that they believe are still providing investors with compelling opportunities today. 

Note: This episode of Buy Hold Sell was filmed on Wednesday 17th August 2022. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/6-stocks-for-a-full-portfolio-reset-and-2-duds-to-avoid/