THE PH PORTFOLIOS

For Private Clients I expanded the range of Intelligent Money's managed investments to include the PH Portfolios.. These began with PH Equity - a fund of blue chip household name stocks in the consumer staples, goods and services sectors that I had originally designed as a long term holding for my (then) young daughter.

The next addition was PH Recovery - a portfolio built solely to capitalise from the large fall in share prices experienced by otherwise strong companies who had been hit hard by the Covid lockdowns. Within 12 months investors had doubled their money. This was followed by PH Opportunities and ultimately replaced with PH Technology.

One very important aspect of the PH Portfolios was that they enabled me to create 'Lifestyle', a multidisciplined strategy with the flexibility to select from all assets across the entire range and structure these to different requirements and objectives.