Baby Steps To Portfolio Makeovers


At some point, every portfolio may require a partial or total makeover.
Especially those that just keep buying random investments.

A full portfolio overhaul can be too much to contemplate for many.
Some investors are also reluctant to initiate such a thorough process.


Starting with gradual tweaks often makes good sense.
Ultimately, a total remodelling may be required.

Adrian’s Tips:

  • Let’s consider some simple baby steps as starters.
  • Suggestions such as:
  • Ensure risk tolerances are still appropriate.
  • Review the value of a second opinion.
  • Sell some losing positions.
  • Learn to take some profits.
  • Explore some alternatives.
  • Design a gradual investing strategy.

Baby steps help open the gates and create momentum for bigger changes.
They also reduce ongoing portfolio mess-ups.

Think of them as act one of your total portfolio makeover.
A methodical road map to your destination is made easier.

I welcome your contact.



avatarAdrian Mastracci - KCM Wealth Management posted Monday, November 26th, 2012.

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