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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. 

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