Portfolio Cleanup: Finding Your Worst Investments Live скачать в хорошем качестве

Portfolio Cleanup: Finding Your Worst Investments Live

Everything You Need to Know About Mutual Funds 👉 : https://bit.ly/MFatoZ Join Learner's Community 👉 :    / @finance.boosan   Are you holding a bad mutual fund without even realizing it? In this video, I’m sharing why I decided to EXIT one of my Fund after 5 years—and how YOU can check if any fund in your portfolio is dragging your returns down. 🎯 What you’ll learn in this video: ✅ The 3 reasons I exited my large cap fund ✅ How to compare your fund’s returns vs Benchmark ✅ Why active funds MUST beat the benchmark to justify their fees ✅ How to check if your fund underperformed peers in the same category ✅ Tools like AdvisorKhoj to compare rolling returns ✅ When it's okay to give a fund more time—and when to exit 💡 Key takeaway: If your fund underperforms both benchmark and category average, and this continues beyond 3 years—it might be time to rethink. I’ll also walk you through a simple demo using Google Sheets where I simulate returns and compare performance. Nothing in this video is investment advice - just an educational demo on how to analyse. Useful Links : Learn Basics of Stock market & mutual funds 👉 : https://www.financeboosan.in Instagram :   / finance.boosan   Video Editor :   / jagan_editor   #financeBoosan #personalfinance Stock Market, Mutual Funds, Investments, Personal Finance,