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Ready for a portfolio shakeup? What to consider before making a move
So you’ve decided it’s time to overhaul your investment portfolio. Out with the old assets and in with the new.
But hold on, before you press the sell button, there’s a lot to consider. Have you modelled your new portfolio? Have you found the cheapest funds? Have you thought about taxes?
Today we discuss how to plan a big portfolio move and stick with it when things get tough.
And in today’s Dumb Question of the Week: Does it matter if I choose an ETF or an index fund?
Selected links- PortfolioCharts
- T-Rex calculator
- CompareFundPlatforms.com
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Get in touch
🎧 many-happy-returns.captivate.fm
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Join PensionCraft
🌐 Become a member at pensioncraft.com
▶️ Subscribe on YouTube
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Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2026 Many Happy Returns
View all episodes
By PensionCraft
4.9
2929 ratings
So you’ve decided it’s time to overhaul your investment portfolio. Out with the old assets and in with the new.
But hold on, before you press the sell button, there’s a lot to consider. Have you modelled your new portfolio? Have you found the cheapest funds? Have you thought about taxes?
Today we discuss how to plan a big portfolio move and stick with it when things get tough.
And in today’s Dumb Question of the Week: Does it matter if I choose an ETF or an index fund?
Selected links- PortfolioCharts
- T-Rex calculator
- CompareFundPlatforms.com
---
Get in touch
🎧 many-happy-returns.captivate.fm
---
Join PensionCraft
🌐 Become a member at pensioncraft.com
▶️ Subscribe on YouTube
---
Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2026 Many Happy Returns
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