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A Midyear Portfolio Checkup in 7 Easy Steps morningstar.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from morningstar.com Daily Mail and Mail on Sunday newspapers.
Link Copied My annual Portfolio Makeover Week kicks off on Nov. 9, 2020. Over the course of the week, I ll be digging into the situations of real-life investors and sharing my ideas about how they might improve their portfolios and financial plans. As is the case every year, I receive hundreds of makeover requests, and it s hard to winnow it down to just five. The good news is that with a bit of time and discipline, investors can undertake their own portfolio makeovers along the same lines. If you d like to conduct a thorough review of your portfolio and plan, here are the key steps to take. And remember, you don t have to get through all of them in one sitting. For your own sanity, it s going to be much more manageable and effective to knock off these jobs over a series of sessions rather than all at once. ....