Before I get started, I’d just like to point you towards Jack Brumby’s piece from last week, which covers three potential recovery plays. Jack also included two charts which contrast Google search levels for “corona” with the performance of the FTSE All-Share index this year.
In short, since hitting peak panic in mid-March, interest in the pandemic appears to have fallen and investors have pumped cash back into the market. In the real world, we’re seeing a growing number of listed companies finding ways to get working again. That’s also the feeling in the area where I live – more local businesses are finding ways to reopen.
This week I’ve decided to step back and look at one important aspect of the rules which govern my SIF Folio: my holding period.The story so far
When I launched SIF in April 2016, my minimum holding period was six months. Stocks could only stay in the portfolio for longer if they continued to satisfy all of my screening criteria.
In 2017, I decided to increase my standard holding period to nine months. Although I didn’t have much statistical support for this change, two factors made me think it might be a…
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