Fundsmith Equity Fund

Thanks, I made an AI summary for myself.

But also, I’m heavily tilted towards VOO and general AI/tech, so FS could actually be a good diversification from that bet.

Unless it remains a lame duck for the next 5 years :man_shrugging:

I am not tilted myself, but indices are (FTSE all-world, where 50% of my investments are), so I got in on SCHD last June for that exact reason. Was a lucky decision, sitting on 30% capital gains so far.

SCHD is throwing divvies which is not great in Switzerland… is it?

I’m trying to see how to diversify

Hmmm, I guess you could see it that way, but it’s a good diversifier nonetheless. In fact when I held TQQQ I had some funny pictures where the daily charts of SCHD and TQQQ were perfect mirror imagines, let me see if I can get any.

Edit, here you go, I occasionally send funny pics like that to some friends, from last year, is this good enough non-correlation/diversification, saw similar pictures many many times!

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