14 min listen
RBS 076: 3 Ways to Simplify Your Investment Portfolio | KISS--Keep It Simple Stupid
RBS 076: 3 Ways to Simplify Your Investment Portfolio | KISS--Keep It Simple Stupid
ratings:
Length:
20 minutes
Released:
Sep 23, 2022
Format:
Podcast episode
Description
Some financial advisors put clients in 10, 20 or even more ETFs and mutual funds. Some think they do this to make investing look complex and to justify their unreasonable fees. Regardless of the reason, it makes understanding the portfolio more difficult, and for no good reason.In this video I walk through my 3-step process for simplifying any investment portfolio. We look at a viewer's 11-fund portfolio and how to simplify it down to 5 funds.Join the newsletter: https://robberger.com/newsletter/?utm...
Released:
Sep 23, 2022
Format:
Podcast episode
Titles in the series (100)
RBS 008: Credit Card Millionaire by The Rob Berger Show