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Portfolio Help!

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  • ger88
    ger88 Posts: 11 Forumite
    First Post
    Extremely helpful and sensible advice, thanks
  • mark55man
    mark55man Posts: 8,221 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    can you explain your thinking and research on the technology funds, I'm looking for a side fund for my DS2 who loves tech and can;t understand why I am not in it more.  So far he's happy to take advice, but would appreciate some insights 
    I think I saw you in an ice cream parlour
    Drinking milk shakes, cold and long
    Smiling and waving and looking so fine
  • [Deleted User]
    [Deleted User] Posts: 0 Newbie
    500 Posts Second Anniversary Name Dropper
    edited 21 June 2020 at 8:23AM
    mark88man said:
    can you explain your thinking and research on the technology funds, I'm looking for a side fund for my DS2 who loves tech and can;t understand why I am not in it more.  So far he's happy to take advice, but would appreciate some insights 
    A lot of the multi asset funds and the actives (SMT, LTGE etc) are all heavy in tech, the holdings overlap is quite large (Microsoft, Tesla, Paypal, Alibaba etc)
    I hold Polar for it's more diverse tech allocations, but even then it is still heavily in the overlaps
    Maybe one to look out for could be WCLD/KLWD ETF
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