Menu

Remove underperforming mutual funds and cut risk from shares by shifting to index funds to meet life goals

Synopsis

The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.

iStock
This couple can reduce risk in their portfolio by moving some of their equity investments to index mutual funds
(Disclaimer: The opinions expressed in this column are that of the writer. The facts and opinions expressed here do not reflect the views of www.economictimes.com.)

Lessons from the Grandmasters

Related Posts

Back To Top
the Ivy

The Ivy is our flagship newsletter delivered 3x per week (Mon, Wed, Fri) with a focus on investments that can stand the test of time. Investors who seek undervalued companies, passive income, or top-rated ETFs will find The Ivy to be the definitive financial newsletter.

the Burst

If you trade the markets seeking to find the next growth stock, The Burst was created for you. In this newsletter (delivered Tue/Thu), we spotlight companies that are changing the world as well as cryptocurrencies and blockchain projects disrupting the status quo.

the Spotlight

In our weekly Spotlight newsletter, we shine a light on “stand-out” companies that have high potential. You will also find an assortment of “big picture” topics covered, from economic insights to stock market outlook.

the Daily

We aggregate some of the best up to date investing stories and news from around the web and deliver it to you each day in The Daily.

Enter your email to join the tens of thousands of traders and investors already taking advantage of the complimentary Summa Money newsletters


© Summa Money 2025
Powered by WordPress • Themify WordPress Themes