- 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:
The Time To Worry About Tomorrow Is Today