How Many Funds Should You REALLY Own?

Many investors keep adding funds, with labels like income, quality, sustainable or technology, because more funds feels like less risk. But are those funds separate bets, or the same companies bought several times over under different names? And when does a second or third fund change how your portfolio behaves? In this video we put a six-fund portfolio up against a single all-world fund, look at what different bond types, commodities and tilts can add, and give you a simple test for whether the next fund you're tempted by earns its place.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn't guarantee future results. This information is not investment advice. Do your own research. Other fees may apply.

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CHAPTERS
00:00 Introduction
00:32 The Red Queen Portfolio
01:23 Correlation and Beta Basics
04:10 Hidden Bets in Fund Labels
05:22 Simple Portfolios That Work
06:23 Bond Duration and 2022 Lesson
09:35 Gold Commodities and Tilts
11:20 When More Funds Make Sense
12:40 Checklist Before You Add
13:37 One to Three Funds Wrap-Up
13:57 Final Question and Outro

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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

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