The pandemic has turned many portfolios topsy-turvy. But as investors, we have the chance to right the ship.
Taking a good look at your stocks is a good place to start.
Some may have done well, others may not.
But what used to be a promising stock may turn out to be a dud, as the disease alters human habits and practices.
Some of these, such as social distancing, may be temporary.
But others, such as the need to continually clean and disinfect surfaces, or working from home, may well be permanent.
With these changes in the way industries and supply chains function, you may also have to revisit the investment theses of the companies you purchased.
It was impossible to predict the extent that the pandemic will change our lives.
But what we can do, as investors, is to ensure we are ready if any kind of crisis hits....