Chapter 23
Reviewing
Are you on track to achieve your objectives?
‘True genius resides in the capacity for evaluation of uncertain, hazardous and conflicting information.’
Winston Churchill
We are at the final stage of the investment management process: reviewing. After setting objectives, formulating an investment strategy and implementing a solution, it is time to review everything. Assess how the portfolio is doing and whether anything needs altering.
The first objective of reviewing your portfolio’s performance is checking whether you are on track to achieve your objectives. Given performance, decide whether you need to adjust your strategy or objectives.
If performance is ahead of objectives and you have accumulated more than planned up ...
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