This post was prompted by a conversation I had with a subscriber this week, but I will have touched on the topic in discussion with quite a few readers in recent months.
I am referring to the concept of looking at your porfolio data through different data windows when conducting a review. This is something investors will find useful as they get more experienced at periodic reviews and in processing their data . For those who are not Excel aces, I can offer a template spreadsheet and some training in using it for a modest temporary subscription increase. In all cases, I am happy to help subscribers paying for personal support at no extra cost if you just want to better understand the idea.
The essentials
There is already on the web site a series of articles in the ‘How To’ section on making sale decisions, reading Morninstar X-Rays (an essential part of any review) and a worked through example of a full rather over deferred porfolio review.
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