Captivate Podcast: How to efficiently overhaul your portfolio

How to efficiently overhaul your portfolio

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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