How to Filter Out Mediocre Funds from Your Investment Portfolio
Автор: Rich Warner Learning Channel
Загружено: 2018-01-08
Просмотров: 48
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How to Filter Out Mediocre Funds from Your Investment Portfolio is a short tutorial for individual investors who want to a simple methodology for picking funds for their retirement savings account (Roth IRA, 401K), college savings account (529, Coverdell ESA), or taxable brokerage account.
It shows you how to minimize expense fees and focus on the highest reward-to-risk performing funds, while filtering away those mutual funds that aren't worth the extra cost.
You can download the spreadsheet that I used in this video by clicking on this Google Drive link: https://drive.google.com/file/d/1m79m...
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