This month the cuddle covers the second part of how to structure a portfolio. We outline the 100 year portfolio and how this differs to a single fund approach, thanks to Mr Terry Smith and highlight how too much diversification can damage your long-term goals.
Information links:
Chris Cole, 100-year portfolio https://taylorpearson.me/thedragon/
Terry Smith, fundsmith equity www.fundsmith.co.uk/fund-factsheet
Turtle traders, Michael Covel,  www.trendfollowing.com/podcast/
BERI, www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information

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