Private Investor's Diary Portfolio 

Aligning ratings and weightings

Aligning ratings and weightings

Except for the UK, its was a pretty good month for equity markets. You know you are getting older when you get through October, barely seeing a mention of the October 1987 crash. Hopes of a breakthrough in the China/US trade talks and the prospect of further interest rate cuts helped the S&P 500 gain +2.0 per cent. It ended the month at an all-time high. The Japanese Nikkei added +5.4 per cent, and Continental European markets were also in fine fettle; the DAX gained +3.5 per cent and the CAC +0.9 per cent. 

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