Personal Finance
Give Your Portfolio A Health Check
By CS Jacky - 360 Wealth Management  •  June 24, 2018
Most people go for regular health check-up to ensure that their body functions well to lead a healthy life.

Similarly, retail investors should also conduct health check on their portfolio to ensure tip-top conditions. After all these are our hard-earned money and we should guard it attentively. 

But very often investors are lazy and do not monitor the health of their portfolio regularly.

Here I would share my portfolio review steps to offer you some guidance. I do such review at least half-yearly.

(Wait.. You do not have a portfolio? Or don't know what is a portfolio? Perhaps we should have a chat :) )

1 - Revisit The Reason for Buying That Particular Share
Basically this is about asking yourself some hard questions to assess if the reasons for buying that share, and holding it in your portfolio is still valid. After re-reading the latest two quarterly reports, ...
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By CS Jacky - 360 Wealth Management
MAS dual-licensed stock remisier and financial adviser with Phillip Securities. Graduated with a Bachelor of Business Administration (Finance) from NUS. Bought first stock at the age of 22 and had been regularly investing in stock market since 2010. Select strong companies with good prospect trading at low valuation using a unique blend of fundamental, portfolio and technical analysis. Also invest in REITs for regular dividends.
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