Fidelity mymoney checkup8/8/2023 ![]() The following measures can help you decide whether a stock remains a good candidate for your portfolio: A long run-up in stocks can cause valuations to grow beyond the level you think is appropriate. Also review the stock's valuation, to make sure it is still reasonable. Check whether the companies have performed up to your expectations, and consider whether your outlook for them remains positive. Start with any individual stocks you hold. That said, the following principles can help you determine where to make adjustments that fit your personal goals. The answer to the question of what to sell and where to reinvest will be different for each investor. While keeping the overall diversification of your portfolio in mind, you can consider making adjustments to stocks, bonds, mutual funds, and exchange-traded funds (ETFs). That's why it is important to keep careful tabs on how your mix changes over time. For instance, a small-cap portfolio can grow to become mid-cap, or a period of high returns in one region of the world can leave you over-exposed to the fortunes of that part of the market. Part of your monitoring process needs to make sure that your individual investments remain in line with your plan and to adjust them as necessary. Keep in mind the risks associated with the different types of holdings, and remember that just creating a diverse mix isn't enough. Geography: Consider holding both domestic and foreign bonds, possibly including emerging markets debt, to gain exposure to the opportunities and spread out the risks offered by various regions.Make sure your mix of credit quality offers an appropriate balance of risk and reward for your goals and financial situation. ![]()
0 Comments
Leave a Reply.AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |