In response to feedback, I have written a new article in the ‘How to” series entitled ‘How to Find the ‘next best thing’ and make rational sell decisions (fund switching) (m)‘
It looks at the process of generating ideas for future or updated investments, probably at the sattelite holding level for many and how to make rational decisions about fund switching.
This is a big subject and maybe that’s why I have not addressed it before. The article is only intended to give you a starting point because I believe this is an aspect of investment management where some aptitude or experience is required. I say that because I think I have got slowly better at it over the years.
As always feedback and questions are welcome.
There be no Midweek Musings this week, but my October Watching Brief will be published very soon!
You must be logged in to post a comment.