Many Happy Returns

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

Dec 28, 2022

36:02

Creator website

Highlights

AI Chapters

Episode notes

The Importance of a Scooby-Doo Portfolio

02:28

Capital Gains Tax

01:49

Is There a Way to Avoid Sales?

01:45

Introduction

2min

Are You Changing Up Your Portfolio?

2min

Is Your Portfolio Changing?

2min

Why You Shouldn't Rationalize Your Portfolio

1min

Portfolio Charts

3min

Portfolio Theory

3min

The Importance of a Scooby-Doo Portfolio

2min

Is There a Portfolio That Will Work for You?

2min

Investing in a Portfolio

2min

10.

Capital Gains Tax

2min

11.

Is There a Way to Avoid Sales?

2min

12.

What Is Bed and Breakfasting?

2min

13.

Is It a Good Time to Switch Portfolios?

2min

14.

How Long Should You Drip Feed Over?

2min

15.

Do You Have a New Year's Resolution?

1min

16.

Does It Matter if I Choose an ETF or an Index Fund?

2min

17.

The Difference Between ETFs and Index Funds

2min

18.

What Are the Differences Between ETFs and Index Funds?

3min

So you’ve decided it’s time to overhaul your investment portfolio. Out with the old assets and in with the new.

But hold on, before you press the sell button, there’s a lot to consider. Have you modelled your new portfolio? Have you found the cheapest funds? Have you thought about taxes?

Today we discuss how to plan a big portfolio move and stick with it when things get tough.

And in today’s Dumb Question of the Week: Does it matter if I choose an ETF or an index fund?

Selected links

---

Get in touch

📧 mhr@pensioncraft.com

🎧 many-happy-returns.captivate.fm

---

Join PensionCraft

🌐 Become a member at pensioncraft.com

▶️ Subscribe on YouTube

---

Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Many Happy Returns

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

The Importance of a Scooby-Doo Portfolio

Capital Gains Tax

Is There a Way to Avoid Sales?

Selected links

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights