Many Happy Returns cover image

Ready for a portfolio shakeup? What to consider before making a move

Many Happy Returns

00:00

Why You Shouldn't Rationalize Your Portfolio

You can't really invest without goals. You've got to have a fairly clear idea of where you're headed and what you want to achieve. So I think that's one of the reasons why people rationalize as well. They don't realize how much they're paying in fees. If a fund has a fee of more than 0.2%, you should really think twice about using it. And 1% is just crazy nowadays. It must be very, very special to demand that kind of fee.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app