So you’ve decided it’s time to overhaul your investment portfolio. Out with the old assets and in with the new.

But hold on, before you press the sell button, there’s a lot to consider. Have you modelled your new portfolio? Have you found the cheapest funds? Have you thought about taxes?

Today we discuss how to plan a big portfolio move and stick with it when things get tough.

And in today’s Dumb Question of the Week: Does it matter if I choose an ETF or an index fund?

Selected links

• PortfolioCharts
• T-Rex calculator
• CompareFundPlatforms.com

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