Some financial advisors put clients in 10, 20 or even more ETFs and mutual funds. Some think they do this to make investing look complex and to justify their unreasonable fees. Regardless of the reason, it makes understanding the portfolio more difficult, and for no good reason.
In this video I walk through my 3-step process for simplifying any investment portfolio. We look at a viewer's 11-fund portfolio and how to simplify it down to 5 funds.
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The Rob Berger Show