20min chapter

Making Money cover image

S3E4: Investors need to take back power - Merryn Somerset Webb

Making Money

CHAPTER

Rebalancing Investment Portfolios and Fund Manager Dilemmas

This chapter delves into the importance of rebalancing investment portfolios to manage risk and optimize returns, using a real-life example to illustrate the consequences of failing to do so during a market bubble. It explores the preferences for investment trusts over open-ended funds and discusses challenges faced by investors in staying committed to their funds. The conversation extends to considerations of fund manager expertise, overlooked investment opportunities, and the impact of social media influence on investing decisions.

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