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Introduction to How Many Investments Should You Have?

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How many investments are enough? Or too much? There is no right answer for everyone, but this short course will help you find an answer.

What you will learn

  • How Many Stocks and Funds You Need
  • What You May Really Need: Diversification

What do you know?

Introduction to How Many Investments Should You Have?

Most of us collect something. For some, it's rare coins. For others, it's baseball cards. Still others collect clothes.

Some people collect investments. They may own a dozen funds in their 401(k) plan, another half dozen funds outside of it, and 10 or 15 stocks. In a recent poll of Morningstar users, the median number of holdings was 29. That's a lot of investments.

The problem with owning too many funds and stocks is that you can easily lose sight of the forest for the trees. You start out as an investor with an investment goal and a portfolio tailored to you and turn into a collector and have forgotten what your goals are.

This course will cover how to know when enough is enough.