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Year-End Checkup for Your Portfolio
Posted By Barry Ritholtz On December 21, 2004 @ 7:43 am In Finance | Comments Disabled
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 . . .
A 10-Point Year-End Checkup for Your Portfolio 
Bloomberg, December 21, 2004
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:
 Image: http://bigpicture.typepad.com/photos/uncategorized/bblogo.gif
 John Dorfman: http://www.bloomberg.com/news/commentary/dorfman.html
 year-end portfolio checkup: http://quote.bloomberg.com/apps/news?pid=10000039&refer=columnist_dorfman&sid=aVBbmVitrN0s
 Bloomberg.: http://www.bloomberg.com/index.html
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