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0:00 Intro
0:29 Declutter your portfolio
1:57 Tax harvesting
3:02 Financial Goals
4:19 Portfolio rebalancing
6:19 Overbought Market or Euphoria
7:26 Profit Booking
8:45 Consistent Under performance
Are you considering making changes to your investment portfolio? In this informative video, we explore seven crucial reasons to consider selling your mutual funds. Learn how decluttering your portfolio can streamline your investments and reduce complexity. Discover the benefits of tax harvesting and how it can optimize your tax strategy. Understand the importance of aligning your investments with your financial goals to achieve long-term success.
Explore the concept of portfolio rebalancing and how it can help you maintain your desired risk profile. Find out why selling in an overbought market or during moments of euphoria can be a smart move to protect your gains. Learn about profit booking and how it can help you secure your investment profits.
Lastly, gain insights into recognizing consistent underperformance in your mutual funds and the importance of taking action when your investments are not meeting your expectations. Whether you're a seasoned investor or just starting, this video will provide you with valuable insights into the art of selling mutual funds strategically.
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New Account opening links for leading brokers in India :
Paytm Money : [ Ссылка ]
Groww : [ Ссылка ]
m.Stock : [ Ссылка ]
Zerodha : [ Ссылка ]
^ leading brokers in India if you're interested in opening a new broker account.
(above are my affiliate links)
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Stock Market, Mutual Funds, Investments, Personal Finance, Make Money Online
