Sell-Off Creates Opportunity for Portfolio Checkup

Here is the link.

Nov. 2018

Technology is big selling. Health case sector, energy sector is hit very hard. By equity side, ...
By bond, ...

It is time for you to do a checkup overall portfolio. Year end is time to take a break to review portfolio. What steps can you take to make it better? Survey the damage of your portfolio.

First step, wellness checkup.

Question: How to rebalance? Let market do the work. 


Asset allocation

In 30s or 40s years old, you probably do not need to worry about. At least there are 20 years before retirement.

Growth is hit very hard.

Question: Holdings are in good shape?

Fundamentals, analyst report.

Your holdings - growth part, taxable holdings, tax gain.
Down market strategy - IRA conversions