Big Questions

Should I have separate portfolios for separate goals?

Unless you think about what needs your investments will fulfil, it is not possible to choose the right kind of investments

Should I have separate portfolios for separate goals?

Our insistence on investors having distinct portfolios for distinct goals actually arises from the desirability of thinking of your investments in terms of distinct financial goals. As far as the bare meaning of the term goes, any collection of investments can be called a portfolio. In fact, the investments made by a mutual fund are referred to as the portfolio of the fund. The important question i

This article was originally published on April 30, 2020.


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