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Computerized Investing > Third Quarter 2009 Portfolio Tools

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by CI Staff

Many people hop in and out of investments all too frequently. That's due in part to the fact that mutual fund advice and information are so freely available that individuals often are persuaded to switch from their more prosaic funds to those that have been delivering more exciting short-term returns. At the opposite extreme, others take the attitude that, once bought, mutual funds can practically be held for a lifetime. That can be true in some instances, but it's often not—you really must rethink your portfolio periodically.

What are the legitimate reasons for selling funds, and when should you stay put?

Lousy Performance

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