Many Happy Returns

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

Dec 28, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Are You Changing Up Your Portfolio?
01:53 • 2min
3
Is Your Portfolio Changing?
03:43 • 2min
4
Why You Shouldn't Rationalize Your Portfolio
05:23 • 1min
5
Portfolio Charts
06:52 • 3min
6
Portfolio Theory
09:24 • 3min
7
The Importance of a Scooby-Doo Portfolio
12:00 • 2min
8
Is There a Portfolio That Will Work for You?
14:28 • 2min
9
Investing in a Portfolio
16:24 • 2min
10
Capital Gains Tax
17:57 • 2min
11
Is There a Way to Avoid Sales?
19:46 • 2min
12
What Is Bed and Breakfasting?
21:32 • 2min
13
Is It a Good Time to Switch Portfolios?
23:24 • 2min
14
How Long Should You Drip Feed Over?
25:37 • 2min
15
Do You Have a New Year's Resolution?
27:35 • 1min
16
Does It Matter if I Choose an ETF or an Index Fund?
29:03 • 2min
17
The Difference Between ETFs and Index Funds
31:02 • 2min
18
What Are the Differences Between ETFs and Index Funds?
33:13 • 3min