When should you sell a poorly performing fund?

A primary reason as to why you should regularly monitor your investment portfolio is that you're able to figure out the bad investments you've made and get rid of them. Another reason is to make way for new investments that'll boost your portfolio, but we'll get to that later. When the equity markets are down for a prolonged period of time, one can easily see the bad returns and say that their equity investments are not doing well. However, figuring out what's actually good and bad is a little more complex than that.

This article was originally published on April 16, 2021.