How to trim your mutual fund portfolio?
Автор: Dezerv
Загружено: 2025-12-22
Просмотров: 1426
Описание:
A portfolio with too many funds isn’t diversification. It’s indecision at scale.
If you want to simplify without blowing up returns, start with first principles:
Exit-load free funds first. No reason to pay 1% just to clean up.
Then sort holdings from smallest to largest.
And sell. Systematically.
Simplification is a strategy that'll help you achieve long-term goals. Watch the Portfolio Breakdown Episode 2 and find out how to curate the perfect portfolio.
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