RBS 076: 3 Ways to Simplify Your Investment Portfolio | KISS--Keep It Simple Stupid

from The Rob Berger Show · host Rob Berger

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...

What this episode covers

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/new...

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RBS 076: 3 Ways to Simplify Your Investment Portfolio | KISS--Keep It Simple Stupid

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This episode is 19 minutes long.

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This episode was published on September 23, 2022.

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