Episode 49

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

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?

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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.


Copyright 2023 Many Happy Returns

About the Podcast

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Many Happy Returns
The weekly podcast that makes better investors

About your hosts

Profile picture for Ramin Nakisa

Ramin Nakisa

Ramin is an investment coach, YouTuber and founder of PensionCraft.

He worked for 15 years as an investment banking strategist and has published two books: “A Financial Bestiary” and “Invest in Fear”.
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Michael Pugh

Michael is a media executive in London, working in news, television and music.

He is an enthusiastic amateur investor and new dad.