When to sell a fund, investment trust or ETF
In another ISA-focused episode ahead of tax year end, Kyle is once again joined by Dave Baxter, senior fund content specialist at ii, to discuss how to review a portfolio. As well as examining the benefits of rebalancing, we run through key considerations when you’re deciding whether to keep the faith or sell a fund,…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
Similar episodes from other shows
More like On The Money →
Navigating ETFs, investment trusts and unlisted funds
Everything you need to know about ISAs, big change at Scottish Mortgage and a warning for young investors
How to make the most of saving and investing into an Isa
Myron & Ed - Spring Budget 2024 and end of the tax year
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.