7 Strategies to Simplify Your Investment Portfolio & Make it Less Stressful
Shankar Nath Shankar Nath
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 Published On Jan 23, 2024

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In this video, I discuss different strategies on how one can simplify their investing and investment portfolio. The 7 strategies in this video will make your investing more organized, manageable and effective in addition to enhancing the investor's understanding and confidence in managing one's wealth

Here are the 7 simplification strategies:
1. Remove emotions and biases in investing by gaining knowledge, following a systematic process and using an investing checklist
2. Operate as a portfolio rather than looking at assets separately by doing a core-opportunity split, asset allocation and regular rebalancing
3. Automate your investments suing SIPs, standing instructions, SWPs and STPs
4. Deploy your lumpsum using a defined strategy covering short and long duration actions
5. Avoid chasing best performers and instead choose 4-5 schemes with different investing styles for long-term investment
6. Simplify your stock selection by holding 10-15 high-quality stocks for ease of monitoring with a clear rationable for buying and selling a stock
7. Track, review, and clean your portfolio regularly using a portfolio tracker

👉 Video Chapters:
00:00 Everybody Loves Investing
01:15 1. Behavioural Investing Simplified
03:11 2. Build Wealth as a Portfolio
06:18 3. Simplify by Automating Everything
07:23 4. Easy Blueprint for Lumpsum Investing
09:02 5. Best Mutual Fund for 2024
11:49 6. Simple & Effective Stock Picking
14:14 7. Track, Review & Clean Your Investment Portfolio

#simpleinvesting #simplifyinvesting

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

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