Consolidating Your Portfolio

I am sure everyone of you at some point have wondered why you have so many funds in your portfolio. I am one of them too. If you have wanted to consolidate your funds into fewer funds in fewer categories, this post should help you get there. There could be many reasons for your bloated portfolio. May be some funds performed better at some point but not anymore and so you stopped investing in it and started another one. Or perhaps you created multiple folios in the same fund by mistake because you did not select a folio number. May … Continue reading “Consolidating Your Portfolio”