A journalist at The Times is seeking responses from IFAs to the following questions. Deadline is tomorrow morning at 9am.
- How many funds would you suggest investors have in their portfolios?
- If they have too many, how should they go about deciding which to sell?
- Roughly what percentage of a person's total portfolio should each fund account for?
- Should they take profits if a single investment breaches a certain percentage of their portfolio (in overall value terms)?
No need for War and Peace. Keep it nice and punchy.