Course 504: When to Sell a Fund
You Just Can't Take It Anymore
In this course
1 Introduction
2 The Fund Loses More than It Should
3 The Fund Gains More than It Should
4 The Fund Changes Its Strategy
5 The Fund Underperforms for a Long Period
6 Your Goals Change
7 You Just Can't Take It Anymore

The point of investing is meeting financial goals, not developing ulcers. If your fund is so volatile that not even the vision of your brand new house calms you down, then by all means sell—as long as you'd never buy the fund or a fund like it again.

The moral: Know your funds, know yourself, and never make the same mistake twice.

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