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, ...
...