John Baron's Investment Trust Portfolio 

The mechanics of diversification

The mechanics of diversification

No change to the two portfolios during September allows this month’s column to continue to reflect on the role of the investment principles that guide these portfolios. Recent columns have reminded readers of the merits of remaining invested despite the concern about market levels, and of the importance of diversifying a portfolio’s dividend sources by way of company size, geography and theme, given the extent to which re-invested dividends contribute to total returns over time.

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