If you’re reading this while perched on a ski lift, put your phone away! You’ll drop it in deep powder like my daughter did in February half term. And besides, given the volatility in markets this week, you’re better off ignoring the world until you’re home.
Unlike me. Stupidly, I’ve tried to finesse a dozen new portfolio positions over the Easter holidays. As I wrote in my last column, I have been watching and waiting as company valuations fell and bond yields rose.
Well, I’ve finally pressed the button. I now have four stock ETFs, a regional equity fund and some government bonds. My cash position is back to zero. To be honest, having sold everything last October, I expected to be out of the market for longer.
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