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Ready for a portfolio shakeup? What to consider before making a move
Many Happy Returns
Is It a Good Time to Switch Portfolios?
taxes is definitely one big consideration when it comes to moving portfolios. If your platform is expensive in terms of trading costs, then maybe you don't want to do a wholesale switch. And the other thing people I think often ask is, is it a good time to switch portfolio now? Maybe this portfolio I've come up with, I want to hold long term, but a few components in it are looking bubbly. Or equity is looking expensive right now. But switching from one equity to another isn't so bad, because the thing you can't control is historic returns. What you can control is returns in future. That's the portfolio you're happy with. And that's the one you
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