RBS 183: 2025 Annual Portfolio Review Checklist

At least once a year it's important to review your investment portfolio and make any necessary adjustments. Here are the 10 things I check every year:1. Write down your planned asset allocation2. Compare your actual allocation to your plan3. Evaluate individual holdings4. Evaluate your asset location5. Confirm you have beneficiaries listed for each account6. Check your performance for the past year7. Check for excessive stock concentration8. Evaluate your advisor relationship & fees9. Make sure you have 2FA on all financial accounts and email10. Evaluate if you can simplify your portfolioResourcesEmpower: https://go.robberger.com/empower/yt-y...Investment Tracking Spreadsheet: https://robberger.com/investment-trac...Morningstar: https://www.morningstar.com/ETF Overlap Tool: https://www.etfrc.com/funds/overlap.phpJoin the Newsletter. It's Free:https://robberger.com/newsletter/?utm...