Investor Views: “I'm Adding Risk to My Portfolio”

Private investor Mika Kubunavu is switching out of commodity funds to take advantage of rising equity markets

Emma Simon 7 June, 2018 | 2:48PM
Facebook Twitter LinkedIn

Private investor Mika Kubunavua and his family London, with his wife and two children

Mika Kubunavu has made some radical alterations to his investment portfolio in the last couple of years, prompted by Brexit and the under-performance of a number of funds.

Kubunavu, who lives in London with his wife and two children, says: “Just before the EU Referendum we de-risked our portfolio. But with hindsight I wish we hadn’t done that now. Who knew the stock market would recover so quickly and continue to do well for so long?

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
BlackRock Gold and General D Acc1,208.30 GBP-3.18Rating
BMO UK Mid-Cap C Acc129.31 GBP0.87Rating
GS India Equity R Inc GBP36.60 GBP-0.67Rating
JPM Natural Resources C Net Acc7.10 GBP-2.59Rating
LF Equity Income C Sterling Acc3.45 GBP0.00
LF Gresham House UK Micro Cap C Acc254.76 GBP-0.38Rating
Rathbone Global Opportunities R Acc372.30 GBP0.40Rating
Threadneedle Dollar Bond Z Grs Acc GBP1.57 GBP0.08Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for

© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement