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Author: Forrest Private Wealth

  [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/08/23_07-SMA-Report-Micro-Cap.pdf" title="23_07 SMA Report - Micro Cap"]...

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/08/23_07-SMA-Report-LONG.pdf" title="23_07 SMA Report - LONG"]   [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/08/23_07-SMA-Report-SHORT.pdf" title="23_07 SMA Report - SHORT"]    ...

At Forrest Private Wealth, our investment philosophy underpins our financial planning advice, which ensures our client’s wealth benefits from long-term exposure to equity markets. We believe holding a well-diversified portfolio of predominantly dividend-paying businesses over a long-term period is essential in financial planning for wealth...

At Forrest Private Wealth, our investment philosophy underpins our financial planning advice, which ensures our client’s wealth benefits from long-term exposure to equity markets. We believe holding a well-diversified portfolio of predominantly dividend-paying businesses over a long-term period is essential in financial planning for wealth...

  [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/07/23_06-SMA-Report-Micro-Cap.pdf" title="23_06 SMA Report - Micro Cap"]...

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/07/23_06-SMA-Report-LONG.pdf" title="23_06 SMA Report - LONG"]   [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/07/23_06-SMA-Report-SHORT.pdf" title="23_06 SMA Report - SHORT"]    ...

At Forrest Private Wealth, our investment philosophy underpins our financial planning advice, which ensures our client’s wealth benefits from long-term exposure to equity markets. We believe holding a well-diversified portfolio of predominantly dividend-paying businesses over a long-term period is essential in financial planning for wealth...

  [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/06/23_05-SMA-Report-Micro-Cap.pdf" title="23_05 SMA Report - Micro Cap"]...

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/06/23_05-SMA-Report-LONG.pdf" title="23_05 SMA Report LONG"]   [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/06/23_05-SMA-Report-SHORT.pdf" title="23_05 SMA Report SHORT"]    ...

  [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2023/05/23_04-SMA-Report-Micro-Cap.pdf" title="23_04 SMA Report - Micro Cap"]...

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