Portfolio commentary: Rough and jumble

A disappointing performance from our Jumble Sale portfolio highlights the dangers of focusing on cheapness

Photo by freestocks on Unsplash

There was one other Investability portfolio which I omitted to mention last week, the Jumble Sale portfolio, so here’s a quick update. It’s not really a portfolio anyway, in the same sense that the Atlantic and UK Quality Shares portfolios are – we set it up as an experiment to see if the there was any merit in the tactic of buying deeply unloved shares, without the same quality rigour that we apply elsewhere.

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