Episode 183
At least once a year it's important to review your investment portfolio and make any necessary adjustments. Here are the 10 things I check every year:
1. Write down your planned asset allocation
2. Compare your actual allocation to your plan
3. Evaluate individual holdings
4. Evaluate your asset location
5. Confirm you have beneficiaries listed for each account
6. Check your performance for the past year
7. Check for excessive stock concentration
8. Evaluate your advisor relationship & fees
9. Make sure you have 2FA on all financial accounts and email
10. Evaluate if you can simplify your portfolio
Resources
Empower: https://go.robberger.com/empower/yt-y...
Investment Tracking Spreadsheet: https://robberger.com/investment-trac...
Morningstar: https://www.morningstar.com/
ETF Overlap Tool: https://www.etfrc.com/funds/overlap.php
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
Published on 4 weeks, 2 days ago
If you like Podbriefly.com, please consider donating to support the ongoing development.
Donate