- The Big Picture - http://www.ritholtz.com/blog -

Year-End Checkup for Your Portfolio

Posted By Barry Ritholtz On December 21, 2004 @ 7:43 am In Finance | Comments Disabled

Bblogo_1 [1]

.

John Dorfman [2] published a must-see year-end portfolio checkup [3] at Bloomberg. [4] Its good, common sense advice for those investors who manage their own portfolios.

Here’s John’s checklist:

1: Asset allocation.

2: Foreign vs. Domestic

3. Long vs. Short

4: Value vs. Growth

5: Big stocks vs. small.

6: Assess your advisers

7: Tally your turnarounds

8: A tax review

9: Focus on dividends

10: Think about key industries and themes

Check out the full article for the details on each of these topics . . .

.

Source:
A 10-Point Year-End Checkup for Your Portfolio [3]
John Dorfman
Bloomberg, December 21, 2004
http://quote.bloomberg.com/apps/news?pid=10000039&refer=columnist_dorfman&sid=aVBbmVitrN0s


Article printed from The Big Picture: http://www.ritholtz.com/blog

URL to article: http://www.ritholtz.com/blog/2004/12/year-end-checkup-for-your-portfolio/

URLs in this post:

[1] Image: http://bigpicture.typepad.com/photos/uncategorized/bblogo.gif

[2] John Dorfman: http://www.bloomberg.com/news/commentary/dorfman.html

[3] year-end portfolio checkup: http://quote.bloomberg.com/apps/news?pid=10000039&refer=columnist_dorfman&sid=aVBbmVitrN0s

[4] Bloomberg.: http://www.bloomberg.com/index.html

Copyright © 2008 The Big Picture. All rights reserved.