Latest / Something More with Chris Boyd
What about Diversification for your $39B fund Mr. Gates?
12Chris Boyd introduces the topic of diversification in the world of personal financial planning. He reviews why diversification is a cornerstone practice for most investment portfolios. Jeff Perry weighs in with comments regarding a recent news story (link provided below) which outlines how the Bill and Melinda Gates Foundation portfolio is invested primarily in just five individual stocks, including Microsoft, Berkshire Hathaway, Canadian National Railway Company, Waste Management, and Caterpillar. Chris and Jeff discuss best practices and offer real life examples why some clients are…
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