Financial Check-Up: Figuring Out Your Mutual Fund Portfolio

Financial Check Up: Figuring Out Your Mutual Fund Portfolio Splash image
Surprised at how your mutual fund portfolio behaved in the last market swoon?

Want to do some practical return and risk planning for all your mutual funds together?

Here is an approach and a simple worksheet that will help you get a grip around all your funds as a portfolio. It will give you insights into your funds individually and force you to assess whether the funds you own make sense when they are taken together as a portfolio.

The Framework

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