If you're an investor who does a lot of research before picking stocks or mutual funds for your portfolio, you've probably counted on the magic of compounding over the long term. But, can you accurately predict when to exit your mutual funds? The answer is yes!
There are tons of videos out there about how to buy the best mutual funds for your portfolio, but very few talk about when to sell them. The truth is, you can only truly benefit from compounding if you know the right time to sell your mutual funds.
In this video, we'll cover the good and bad reasons people sell their mutual funds and talk about SWP (Systematic Withdrawal Plan) and its usefulness in goal based investing. Also, check out the resources below.
Do show us your love in the comments below!
Happy Watching :)
0:00 - Let’s begin
1:38 - Good & bad reasons for which people sell their mutual funds
8:09 - Why should you withdraw your mutual funds in installments?
11:17 - SWP Calculator
12:19 - Zero1 Mission
13:58 - Bloopers!
📚 Resources
Zero1 Mission : docs.google.com/forms/d/1X4vT...
How does SWP help avoid market timing risks? - docs.google.com/document/d/1K...
Managing Long-Term Goals with SWP - docs.google.com/document/d/1J...