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Thinking about selling your mutual funds due to market fluctuations? Hold on! This episode of Investors Hangout with Dhirendra Kumar helps you understand the WORST reasons to sell and the 3 SMART reasons to consider instead. Learn about goal-based investing, portfolio rebalancing, and how to build a shock-absorbing portfolio for long-term success. Avoid costly mistakes and invest with confidence!
Chapters:
00:04 Introduction
00:35 What are the reasons that usually prompt investors to sell their funds?
02:54 Do you think these reasons justify selling investments? Or one can be watchful - but not necessarily sell?
04:17 Can you please list some reasons that should trigger a sell decision?
06:54 Is it a good reason to sell an investment if a business is under scrutiny for some reason?
09:13 Viewer's Question: The rates of interest on deposits are not likely to go up any further. Is it a
good idea to shift existing deposits to mutual funds?
Be it queries related to mutual funds, stocks, or tax-saving investments, Value Research www.valueresea... will answer all of them. Feel free to post your query on vro.in/askvr.
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Here are the key takeaways:
• Various factors, including market fluctuations and boredom, can prompt investors to sell their investments, often leading to hasty decisions.
• Investors may seek hyperactivity in the market, often resulting in unnecessary actions driven by market noise.
• Key reasons to sell investments include achieving your goal ahead of time, changes in your goals, or consistent underperformance.
• Selling investments incurs taxes on gains, which can impact your returns, so consider the tax effects and reinvestment challenges.
• Maintain a well-diversified portfolio and implement safeguards to manage volatility, ensuring that no single investment dominates your portfolio.
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