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