The Investment Cuddle

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

This month the cuddle covers how to structure a portfolio. We outline the traditional 60:40 portfolio, investment trust portfolio, single funds, and the 100 year portfolio.
Information links:
Helen Pridham articles https://www.ii.co.uk/authors/helen-pridham
100-year portfolio https://taylorpearson.me/thedragon/
Macrovoices podcast link https://www.macrovoices.com/832-macrovoices-215-chris-cole-dragon-portfolio-revisited-in-the-eye-of-the-storm

This month the cuddle covers success and failure in trading and investment.  We are joined by our producer and a guest who is currently trading out of Hong Kong, and get a view on the trials and tribulations, adventures and misadventures from retail traders and investors.

Are you using your allowances effectively?  This month the cuddle tackles the delightful subject of tax and how to invest efficiently.

Investing for dependents whether new born, older children or adults. We discuss national savings, premium bonds, pensions and find time to include barbarous relics.

This month the cuddle tackles range trading.  We discuss some of the tools, techniques and periods over which you can use these.

This month we cover individual company investing looking at IPOs, rights issues, share buy backs, SPACs and even have time for a mini book review.

When it comes to unit trust investing does the size of the fund matter? 

This month the investment cuddle covers bond investing. We include discussions on a number of investing options, unit trusts, investment trusts and exchange traded funds.

This month we cover credit rating agencies . Why are these important? For bond investing it's always good to know your risk versus return.