Skip to main content

The Investor's Advocate: Spring Into Action

Using Warming Temperatures as Reminder to Remove Glacial Under Performers Within Your Portfolio


Are you performing an analysis of your portfolio on a quarterly basis? And if not, why? This very important action could literally be the difference between its success or failure, so says Anthony Rhodes, the owner of wealth management firm The Planning Perspective (www.theplanningperspective.com), in a posting on his popular How To Invest blog  (www.howtoinvestblog.net) called "Is Your Portfolio in Need of Some Spring Cleaning, Too?" ( https://www.howtoinvestblog.net/2016/11/is-your-portfolio-in-need-of-some.html).

"Like other facets of our lives, our investments should also be evaluated at least quarterly." he began. "In order to identify successes, and eliminate failures, such adjustments are essential, otherwise we run the risk of having perpetual under performers in our portfolios for extended amounts of time, which could actually prove disastrous." he added.

But just how should this process be conducted? And how should we know if a stock being removed from our assets this quarter, won't become a winner in the next? Mr. Rhodes provides some answers to these questions within the post.

"Understanding the dynamics of market forces is a very important component of the decision making process." he stated. "When we are able to identify what is likely to arrive from around the corner, we must then allocate our investments to be reflective of those possibilities, and I touch down on these issues within the article." he explained.

"Although this process may seem a bit daunting, once it's been enacted, you'll appreciate having had performed it, with the full understanding that you've positioned your investments to be in the best possible position for future growth." he concluded. 

Comments

Post a Comment

Popular posts from this blog

The Investor's Advocate: Impulse Control

  Remaining Focused During Unpredictable Events is Key to Investment Success   Has recent events caused you to feel a bit...anxious regarding your portfolio? If so, then you might find an essay entitled "Anxiety Notoriety"  (https://www.howtoinvestblog.net/2019/06/anxiety-notoriety.html ) helpful. The posting is one of the many useful resources available to investors at How To Invest  ( www.howtoinvestblog.net ). The blog is authored by Anthony Rhodes, who is the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ). "Sometimes, when it comes to our investments, we van actually become our own worst enemy." he began. "Especially during unpredictable events such as those we've been experiencing recently." he added. "Our impulses are telling us to behave in one fashion, and our intellect, another, and oftentimes it's the magnitude of the event which wins out." he f
Post a Comment
Read more

The Investor's Advocate: Hibernation Nation

  A Stubborn Pandemic, Rising Inflation and Customary First Quarter Conditions Makes This Winter Season Unwelcoming to Say The Least...and Opportunistic   With both Omicron variant cases and prices for just about everything else on the upswing, are you looking forward to a winter comprised of burrowing yourself and family in the home until safer, less inflationary conditions eventually arise? Well, what if I told you that this environment may actually be ideal for a particular type of growth that will get you out of the house and mingling throughout the entire winter, and assisting in the growth of your portfolio while doing so? Would you be interested in learning more about it? If so, you should definitely read an essay entitled "A Financial Cure for The Post Holiday Blues" ( https://www.howtoinvestblog.net/2016/11/a-financial-cure-for-post-holiday-blues.html ). It's a post within Anthony Rhodes' popular How To Invest blog( www.howtoinvestblog.net ). Mr. Rhodes is t
Post a Comment
Read more

The Investor's Advocate: Timeless Treasures

  Forever Stocks and Your Portfolio   Would you like to learn the best ways of identifying stocks that you should purchase...and never sell? If so, then you should read an interesting essay entitled "Wheel of Fortune"  ( https://www.howtoinvestblog.net/2022/01/wheel-of-fortune.html ) which is found on Anthony Rhodes' popular How To Invest blog ( www.howtoinvestblog.net ). Mr. Rhodes is the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ).    "As far as stocks go, these are the get 'em and forget 'em variety." he opened. "Forever stocks are exceptionally rare, but when you identify one, it should strongly be considered for becoming a mainstay within your portfolio." he added. Within the article, Mr. Rhodes explains not only how to recognize these types of stocks, but also what makes them so valuable in the first place. He further chronicles why forever stocks live up to their monikers as timel
Post a Comment
Read more