018 - When To Look At Your Portfolio And How Often To Make Adjustments episode artwork

EPISODE · Nov 7, 2023 · 50 MIN

018 - When To Look At Your Portfolio And How Often To Make Adjustments

from Roaming Returns

Some people compulsively stalk their portfolios while others want to set it and forget it. Checking your investments too often can lead to emotional decisions while waiting too long can cause unbalance. Both approaches lead to losses.This episode covers how often we look at our portfolios and why certain times of the year are ideal. We also discuss how you can effectively make adjustments based on the information you find when looking into a particular stock.  Drop your comments or questions for this episode on one of our posts.  FacebookYouTubeBlog  If you're looking for a more detailed summary of this episode, click here.We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. We appreciate your support!   Questions? Email Tim at [email protected] Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list. Stay connected. Follow us on social! **DISCLAIMER**Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here. Episode music was created using Loudly.

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018 - When To Look At Your Portfolio And How Often To Make Adjustments

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