Some of his selections have performed so well that they are now “overweight”. Its investment in giant technology trusts Scottish Mortgage, for example, which has doubled investor money in the past 12 months (see chart), now represents more more than half of its investments, or nearly £ 100,000.
The portfolio is in need of rebalancing and Mr Caproli wants to free up around £ 80,000 for a major renovation of his family’s home in the future.
But can he profit from the stock market in good conscience – and without compromising his convictions?
Josh Castle, Certified Financial Planner at Progeny, said:
Ethical investing has become a lot more general public and current affairs. There are certainly ways to invest more ethically and a number of portfolios and funds offer this.
Mr. Caproli must …
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