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Reassessing Your Investment Portfolio at Year End  


Author:  Brendan O’Connell, CFA.


Source: Volume 20, Number 07, November/December 2021 , pp.7-7(1)




Family Foundation Advisor

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Abstract: 

The end of the year is when many investors harvest profits (or losses), and re-assess, re-balance, and re-think their investment portfolios. This article provides a brief ten-step checklist to make sure your investment program is on track and ready to meet your organization’s goals.

Keywords: Asset Allocation; Diversification; Liquidity; Benchmarks

Affiliations:  1: Independent Investment Consultant.

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