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?