The world of investing and its inhabitants are constantly changing. So, too, is your investment portfolio. Individuals and individual investments change. Investments grow, fail, evolve or die out. To prosper in the world of investing, a little nurturing is in order.
In this section of the ProsperiGuide website, Manage Your Portfolio, we introduce the portfolio review process. This should take place on an annual basis or when you a have significant change in your life.
Your portfolio management to-do list includes the following: