Investor Views: “I Turned £100 into £4,500 in Just a Few Years”

Investment professional Patrick Connolly tells Morningstar how he runs his personal portfolio and why he's taking a more cautious approach to his investments this year

Emma Simon 23 September, 2015 | 1:39PM
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Patrick Connolly will be known to many as the spokesman for financial advisers Chase de Vere. But when it comes to investing his own money, he says, he is now taking a more cautious stance, after several years of gains.

“When I was younger I was purely focused on capital accumulation so everything was in equities. This is still important, but I’m now aware I need an element of capital protection too.”

He said the shift came at the start of this year. “I was wary of an investment environment where stock markets had risen for six years and fixed interest investments were looking increasingly expensive.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
AXA Framlington Managed Balanced R Inc340.70 GBP-0.09Rating
BNY Mellon Real Return A GBP Inc130.08 GBP-0.08Rating
Fidelity Special Situations4,426.00 GBP-0.09Rating
Fundsmith Equity R Acc6.09 GBP0.10Rating
JPM Natural Resources A Net Acc7.10 GBP1.35Rating
Premier Miton UK Smaller Companies A Acc389.42 GBP-0.78Rating
Schroder Recovery A Acc233.40 GBP0.26Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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