Wry & Dry #41-24 Dishonours. The Big Trip. Sins of the son.
Not since Roman Emperor Caligula appointed his horse Incitatus as a consul has a political appointment turned to such high farce.
It would not have escaped Readers’ attention that the former Chairman of the People’s Republic of Victoria has been appointed to the highest honour of Companion of the Order of Australia.
Understanding Portfolio Diversification: a year-end stocktake
Each week in Investment Matters, we discuss the types of thematics that are crucial in building portfolios. We aim to combine these thematics with thorough bottom-up company research to create a well-diversified portfolio that can outperform in the medium term.
Over the next four weeks, leading into the end of the financial year, we will go towards a more detailed level, looking at individual positions. We will present an update on the portfolio companies, a year-end stocktake.