KEN BAKSH INVESTMENT MONTHLY
Written on 02/12/2022

DECEMBER MONTHLY REPORT ATTACHED

I have made a few strategic changes as we enter 2023

  • •Increased Far East weighting.This now includes other Far East as well as Japan and, very speculatively, China. The latter exposure could either be through the investment trust route, or other "global" proxies e.g natural resources. 
  • •Maybe getting close to the time for switching some large cap UK to smaller.
  • •Mild profit taking in some of the renewable infrastructure names where overweight.
  • •A select increase in non gilt Fixed Interest for income players through corporate bonds, preference shares, zero-coupons...or your favoured tactical Fixed Interest Pooled play.
  • •Remaining a little underweight in USA....with possibly dollar weakness coming into the mix

Regards and have a Great Christmas

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KEN

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