Our Services / 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.

To download a FREE copy of the portfolio brochure please log in or register here.

To apply for the Alexander David Portfolio, please open an account here.

For existing customers please talk to your broker on 0207 448 9800.

 

 

 

 

 

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.

Pie Chart