Post by
mouserman on Oct 13, 2023 9:22am
DGS updates weightings , some changes
SO AnEducator cant be faulted for being a bit low on his estimate, as DGS managers at Brompton are very active and we see a lot of changes again this month.
Comment by
AnEducator on Oct 16, 2023 11:04am
You weren't kidding, MM. I only now revised my spreadsheet and the changes this update were quite significant: Cash declined from 4.5% to 0.2% and there is now a heavier emphasis on energy, which was already a major component of the portfolio.