← Back to search

From 40 Funds to 1—My Simple Portfolio Cleanup Strategy

Tae Kim - Financial Tortoise 16:35

45,970 views · 1,434 likes Watch on YouTube ↗

► Join The Financial Tortoise Community!: https://financialtortoise.com/community

Timecodes:

0:00 - Intro
1:24 - The Problem With Complex Portfolios
4:20 - Why Smart People Overcomplicate
6:14 - Why Simple Wins Every Time
8:05 - Join The Financial Tortoise Community
10:45 - Step 1 - Inventory & Analysis
11:57 - Step 2 - Choose Your One-Fund Solution
14:04 - Step 3 - Consolidate & Clean Up

------------

FAVORITE TOOLS:
► SoFi - https://sofi.com/tae
► Aura - https://aura.com/financialtortoise
► Shortform - https://shortform.com/taekim
► Squarespace - https://squarespace.syuh.net/financialtortoise
► Empower - https://empower.sjv.io/financialtortoise
► Monarch - https://financialtortoise.com/monarch

LINKS:
► Get My Weekly Newsletters: https://financialtortoise.com/newsletter
► Favorite Books: https://financialtortoise.com/bestbooks

DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

Category (YouTube): Education

Playback is via YouTube's official embedded player. Data from YouTube; Exumo is not affiliated with YouTube.