As from April 2013 my Journey in Investing is to create Retirement Income for Life till 85 years old in 2041 for two persons over market cycles of Bull and Bear.

Click to email CW8888 or Email ID : jacobng1@gmail.com



Welcome to Ministry of Wealth!

This blog is authored by an old multi-bagger blue chips stock picker uncle from HDB heartland!

"The market is not your mother. It consists of tough men and women who look for ways to take money away from you instead of pouring milk into your mouth." - Dr. Alexander Elder

"For the things we have to learn before we can do them, we learn by doing them." - Aristotle

It is here where I share with you how I did it! FREE Education in stock market wisdom.

Think Investing as Tug of War - Read more? Click and scroll down



Important Notice and Attention: If you are looking for such ideas; here is the wrong blog to visit.

Value Investing
Dividend/Income Investing
Technical Analysis and Charting
Stock Tips

Tuesday, 29 December 2009

Year End Portfolio Review

Three possible ways to conduct portfolio review:

Performance:

Some ideas like benchmarking to STI or X times the Inflation rate, FD rate, CPF rate, etc

Risks Tolerance Level

Will the  level of risks tolerance change in the next 1-2 years e.g. kids are going to Uni, getting married, producing babies, getting keys to the new flats i.e. you are expecting big expenses to be coming on the way.

Diversification

Any further need to diversify into other sectors as some of the sectors have recovered significantly from their lows and further upside may be limited.

No comments:

Post a Comment

Related Posts with Thumbnails