Roaming Returns
Roaming Returns
Tim & Carmela
018 - When To Look At Your Portfolio And How Often To Make Adjustments
50 minutes Posted Nov 7, 2023 at 2:00 pm.
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Show notes

Some people compulsively stalk their portfolios while others want to set it and forget it. Checking your investments too often can lead to emotional decisions while waiting too long can cause unbalance. Both approaches lead to losses.

This episode covers how often we look at our portfolios and why certain times of the year are ideal. We also discuss how you can effectively make adjustments based on the information you find when looking into a particular stock.  

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

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