3 Ways to Simplify your Portfolio

Here are some simple investing strategies for those resolving to streamline their portfolios this year

Susan Dziubinski 16 February, 2021 | 9:58AM Lex Hall

simplify

A new year is a common time for people to take on a new good habit (or two), and even if your New Year's Resolutions have already fallen by the wayside, you can still make positive changes. One easy task which will benefit your finance is to simplify your investment portfolio.

"Clutter in your financial life—like clutter on your desktop—has the potential to distract you from the main jobs at hand," says Morningstar director of personal finance Christine Benz. "You may not bother reviewing and maintaining your portfolio if it has too many moving parts."

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Susan Dziubinski  Susan Dziubinski is senior product manager with Morningstar.com.

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