.
John Dorfman published a must-see year-end portfolio checkup at Bloomberg. 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
John Dorfman
Bloomberg, December 21, 2004
http://quote.bloomberg.com/apps/news?pid=10000039&refer=columnist_dorfman&sid=aVBbmVitrN0s