As the curtain closes to what has been an eventful year, the time has come for many for their end of year portfolio review. Reviews and reflections are handy – in these turbulent times, it is imperative that we remain steadfast in our convictions and beliefs. We also need to learn; for in investments, it is the fastest learner that wins. Here are some questions that you can consider for your reflection/review:

1. What was your investment return for this year?
2. How have you organized your portfolio and why is it in this order?
3. What is your best stock in your portfolio? Why?
4. Which stock would you like to remove? Why?
5. What was the biggest mistake you made this year?
6. What were 3 concepts/things you learn that made you a better investor?
7. What areas of learning would you like to work on for the coming year?

Amidst all that mental running ......