Ready for a portfolio shakeup? What to consider before making a move
Many Happy Returns
00:00
Portfolio Charts
Before you make the leap into a new portfolio, how do you kind of try it out? Well, the only way to do that is to look at the historic returns. Go for funds which have a lot of history, where either they or their index goes back decades. That gives you a much better idea of what the returns will be. So I know there are some really good online tools you can use to model portfolios. One that I've messed around with quite a lot is portfolio charts.com. It does a fairly good job at cobbling together history back to 1970. You've got about 50 years of history to play with. And that spans many crises, high inflation periods,
Transcript
Play full episode
