Festive-season clean-up: how to declutter your mutual fund and stock portfolio

Summary
Too many funds and stocks can make investments harder to track and manage. Here’s how to weed out overlapping and underperforming holdings, rebalance your portfolio and keep your financial goals on track.
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Festive-season clean-up: how to declutter your mutual fund and stock portfolio
Too many funds and stocks can make investments harder to track and manage. Here’s how to weed out overlapping and underperforming holdings, rebalance your portfolio and keep your financial goals on track.