DavidM13 wrote:I was getting nervous as SMT started in mid-March as 24% of my pension and due to stellar performance was 33% this morning. I chopped it down to 22%.
Mr Anderson was asked about diversification in a recent QA. He said that investors should consider their position and not hold too much SMT. That few have more than 10% and very few more than 20%.
FWIW it's 10% of my directly administered portfolio. Very happy with them and won't be selling until it's more like 20%.