Investing in Everyone's Future

Present status

At present we have 35% of client assets in cash as the markets have receded from a high risk level.  The late September/early October time period is notorious for steep market weakness.   Should we witness a further pullback in the indices we’d have a low risk entry point to use our sidelined cash.

aeis

In the meantime a Green energy related company Advanced Energy Industries is behaving extremely well.   We have only a small holding in The Vegan Growth Portfolio but would like to add more on any market pullback.  AEIS is completely ignoring any market weakness as demand for the shares is very strong.

Long AEIS