Rethinking allocation

A month or so ago I repositioned the allocation in my SIPP. S&P500 has too many yesteryear businesses in it. Businesses which are going to struggle for growth in the new world. High street brands are worth much less in the new world. The brands relevant to the next generation will primarily be digital brands.…

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Covid Campers

In the UK going on holiday and staying in caravan or a tent feels like its had a renaissance in the last few years. The UK caravaning & camping club is approching a million members. You can probably see the renaissance by looking at your Facebook or Instagram feeds. In the US RV’s are a…

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