BYDDY - The Time To Worry About Tomorrow Is Today

• It's never too late for investors to take a high-level view of their portfolio and adjust allocations to meet their long-term goals and comfort level.
• I review my portfolio on a quarterly basis with a spreadsheet that makes it easy. It is important to prune the portfolio to maintain capital allocations.
• No one-size fits all - it's the thought process that matters here, not the specific allocations and investment choices I happened to chose as a starting point for analysis.
• Capital allocation levels for conservative, middle-of-the-road, and growth oriented portfolios are presented and discussed.

For further details see: