Portfolio Cleanup: Finding Your Worst Investments Live
Автор: Finance Boosan
Загружено: 2025-06-12
Просмотров: 187394
Описание:
Everything You Need to Know About Mutual Funds 👉 : https://bit.ly/MFatoZ
Join Learner's Community 👉 : / @finance.boosan
Are you holding a bad mutual fund without even realizing it?
In this video, I’m sharing why I decided to EXIT one of my Fund after 5 years—and how YOU can check if any fund in your portfolio is dragging your returns down.
🎯 What you’ll learn in this video:
✅ The 3 reasons I exited my large cap fund
✅ How to compare your fund’s returns vs Benchmark
✅ Why active funds MUST beat the benchmark to justify their fees
✅ How to check if your fund underperformed peers in the same category
✅ Tools like AdvisorKhoj to compare rolling returns
✅ When it's okay to give a fund more time—and when to exit
💡 Key takeaway:
If your fund underperforms both benchmark and category average, and this continues beyond 3 years—it might be time to rethink. I’ll also walk you through a simple demo using Google Sheets where I simulate returns and compare performance.
Nothing in this video is investment advice - just an educational demo on how to analyse.
Useful Links :
Learn Basics of Stock market & mutual funds 👉 : https://www.financeboosan.in
Instagram : / finance.boosan
Video Editor : / jagan_editor
#financeBoosan #personalfinance
Stock Market, Mutual Funds, Investments, Personal Finance,
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