Year-End Checkup for Your Portfolio



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 . . .


A 10-Point Year-End Checkup for Your Portfolio
John Dorfman
Bloomberg, December 21, 2004

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