Many Happy Returns — Ready for a portfolio shakeup? What to consider before making a move

BUZZING· 73%36m·2022-12-28·Money

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

Many Happy Returns · 49

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…

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

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