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How to Conduct Your Own Portfolio Makeover

Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio. ....

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A Midyear Portfolio Checkup in 7 Easy Steps

A Midyear Portfolio Checkup in 7 Easy Steps
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How to Conduct Your Own Portfolio Makeover

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My annual Portfolio Makeover Week kicks off on Nov. 9, 2020. Over the course of the week, I ll be digging into the situations of real-life investors and sharing my ideas about how they might improve their portfolios and financial plans.
As is the case every year, I receive hundreds of makeover requests, and it s hard to winnow it down to just five. The good news is that with a bit of time and discipline, investors can undertake their own portfolio makeovers along the same lines.
If you d like to conduct a thorough review of your portfolio and plan, here are the key steps to take. And remember, you don t have to get through all of them in one sitting. For your own sanity, it s going to be much more manageable and effective to knock off these jobs over a series of sessions rather than all at once. ....

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