This is about using smart apps and AI like ChatGPT to manage your investments and making mutual fund portfolios. In this video, I explore why I sold all my mutual funds and asked AI to build my portfolio—and the surprising results that followed. With apps constantly nudging you to exit underperforming funds and switch to top performers, I’ll reveal why that might or might not be the best strategy.
Whiteoak's interesting research shows chasing recent performance often leads to poor outcomes. Learn why the best-performing mutual funds today might be the worst in the next three years, and how different investment styles and sectors rotate over time. Before you let an app dictate your investment choices, watch this video to understand the hidden truths behind fund performance.
Key Takeaways:
The opportunities and risks of following AI and smart app suggestions for your portfolio
Why past performance is and is not an indicator of future success
While you act on that next app notification, make sure you watch this video to get the full picture!
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