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Mastering Portfolio Cleanup for a Simpler, Smarter Investment Strategy

In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, dives into the essential practice of portfolio cleanup. Hunter outlines a clear framework for evaluating and reorganizing your investment portfolio to ensure it aligns with your financial goals and remains efficient. Topics include creating an inventory of your holdings, identifying duplicates, assessing sector and style concentrations, reviewing tax efficiency, and strategic rebalancing. Hunter also emphasizes simplicity and intentionality as keys to successful long-term investing. Tune in to learn practical steps for maintaining a clean and organized portfolio.

00:00 Introduction to Portfolio Cleanup
01:21 Understanding Your Current Portfolio
04:18 Identifying and Eliminating Overlap
05:43 Evaluating Sector and Style Allocation
06:43 Tax Efficiency and Asset Location
07:41 Deciding What to Keep
12:16 What to Sell and Why
17:11 The Importance of Rebalancing
20:18 Actionable Steps for Portfolio Cleanup
22:00 Conclusion and Final Thoughts

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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