The Alexander David Portfolio
The Alexander David Portfolio offers investors a simple way to
invest in a range of 10 hand-picked shares that have the potential
to outperform the market in 2009.
Investors benefit from ‘advisory’ level research and balanced
portfolio management with ‘execution only’ commission charges.
This is a unique opportunity for customers who want exposure to
the growth potential of a portfolio of stocks in a range of market
sectors. It’s simple, cost-effective and balanced.
Access to the Alexander David Portfolio is available for a minimum
investment of £2,500, with additional investment available in
increments of £2,500.
How the Alexander David Portfolio is structured
Looking down at the portfolio you will notice the portfolio has been
split into 10% Aim, 20% FTSE Small Cap, 30% FTSE 250 and 40% in
FTSE 100. The portfolio is spread amongst 10 sectors. There is no oil
company at this point in the portfolio as we feel that oversupply will
continue for the next three – six months and there may be better
opportunities in other sectors short term.
Firstly you will notice that the portfolio has avoided two main sectors,
the banking sector which we feel still contains too many uncertainties
even at these levels and the retail sector requires consumer spending to
improve from the current levels which we doubt as all the Government
indicators show that the recession may force a lot of small businesses
out of business. The reluctance of Banks to lend money and individuals
struggling with mortgages backs up our view to avoid these sectors at
Within the portfolio there are ten stocks each of which has an equal
investment of as close as we can of £240 including stamp duty and there
is a £10 administration fee per stock so bringing your investment up to
£2500. If you decide to sell any individual stock from the portfolio then
our normal commission rates will apply but if we advise you that we are
rebalancing the portfolio then you will pay just £10 for the sell and