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The Holder

Likes to be long only and believes that being in the market at all times through all cycles is important. Usually very focused on costs of holding portfolio.

The Holder is someone who wants to have a very low cost portfolio in place that stays invested across the markets economic cycle. They believe in the saying "time-in the market not timing the market".

Key to this is having a well diversified portfolio that suits their personal risk appetite and requires little maintenance.

Constructing their portfolio at a low cost, without using expensive external advisors is a key aim for the holder and a learning that our Holder courses will focus on.