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Summary: You have a bonus to invest and a set of funds you already own. Does the new money go to new funds or old ones? One subscriber's plan put much of his into two funds of the same type that he already held. He wrote in to ask if we meant it.
Summary: You have a bonus to invest and a set of funds you already own. Does the new money go to new funds or old ones? One subscriber's plan put much of his into two funds of the same type that he already held. He wrote in to ask if we meant it. Last week the Portfolio Planner began looking at the funds you already own before it suggests anything new. Many of you had asked for this. On 17 October I wrote that the Planner did not yet know what you hold. Now it does. When you have fresh money to invest, it first checks which of your funds are suitable and still have room, and puts the money there. That is what I would do if you sat across the table from me with a bonus to invest. You end
This article was originally published on November 09, 2026.
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