FYI: In my earlier column on creating an on-watch process for funds in your portfolio, I outlined the factors that might lead you to place a fund under heightened scrutiny. But that’s only part of the story.
Eventually--and this period could range from a few months to a few years--the time to make a decision draws nigh. You’ve reviewed the data, read articles and reports on Morningstar.com or elsewhere, and now you have to decide: Take the fund off the watchlist or cut ties altogether?
Regards,
Ted
https://www.morningstar.com/articles/950601/3-good-reasons-to-sell-a-fund
