ETF Investor Insights is the electronic newsletter from the editors at ETF MarketPro. Each week, the newsletter delivers the latest news, investing ideas, case studies and upcoming events of interest to ETF investors.
Jessica has been investing for awhile and took steps a couple of years ago to begin to diversify her portfolio. However, she is now concerned that the portfolio isn’t correctly balanced and wants to minimize any selling due to tax consequences.
Frank is a 55 year old executive with a $3 million portfolio. He is happy with the portfolio’s diversification and risk/return profile, but would like to carve out a piece of his investments, say 10% or so, to try and “beat the market”.