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

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner