Image for Summary of Building Your Mutual Fund Portfolio

Summary of Building Your Mutual Fund Portfolio

(4 of 4)

Summary of Building Your Mutual Fund Portfolio

There are no right answers. There aren’t even any right portfolios.

Some investors create portfolios that satisfy all their desires, while others don’t quite reach that level. Some have a gift; others don’t. Still others have good advisors who help them craft portfolios that meet their needs. Determine your objectives and priorities, then do some research into funds that can help meet those objectives, and don’t be afraid to ask for help.

What you have learned

  1. Define Your Objectives and Priorities for Your Portfolio
  2. Developing a Core and a Non-Core in Your Portfolio

Find out what you have learned