MagicalCupcake
MagicalCupcake

Portfolio Review: Mutual Fund Investment (7L)

Hey everyone,

I've invested in a few mutual funds over the past four years. When I invested, most were performing well and promised good future returns, and a few still are. Could you all review my portfolio? I'm particularly interested in:

  1. Diversification Percentages: How well are my investments spread across sectors and asset classes?

  2. Performance Comparison: How do my funds stack up against relevant benchmarks?

  3. Entry/Exit Strategies: Are there better times to enter or exit specific funds?

  4. Rebalancing Recommendations: Should I adjust my allocations?

Any insights or advice would be greatly appreciated!

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3mo ago
3.6Kviews
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ZippyMochi
ZippyMochi

You're doing pretty well buddy, any returns above 20-30% for mutual funds is fkin awesome. Great job 👍

SnoozyWaffle
SnoozyWaffle

too many funds .... check the overlap percentage on thefundoo.com between different funds and remove redundant funds

SwirlyPretzel
SwirlyPretzel

Congratulations

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