Course 302:
Building Your Mutual Fund Portfolio
In this course
1 Introduction
2 Define Your Objectives and Priorities
3 Develop a Core
4 Limit How Much You Put Outside the Core
5 Don't Worry about an Optimal Number of Funds
6 Consider Your Tax Situation

There are no right answers.

Assembling a mutual fund portfolio is largely a matter of personal taste. How to invest depends on who is doing the investing. We would love to say that we know how to create the perfect portfolio - what funds you and everyone else should buy, and in what proportion, to meet each and every one of your goals. We would like to give you the model portfolio that will allow you and everyone else to retire at age 55, to buy that second home, to send your children to college. But we can't. There is just no one-size-fits-all answer. There is no one "correct" way to build a mutual fund portfolio.

Putting together a group of mutual funds is a matter of personal preference and personal goals. But there are some universals you should think about when choosing and combining funds.

Next: Define Your Objectives and Priorities >>


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