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Portfolios 101: Steps to a Suitable Portfolio

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1.
You will want to keep tabs on your individual investments in order to make sure theyre _______.
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Still filling their original roles in your portfolio. Changes in management, style, and other factors can alter how well your investments are working for you.
2.
When you rebalance your portfolio, what should you keep in mind the most?
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Your goal. All other things will need to follow your goal.
3.
What vital information does your goal give you?
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Both of the above. Your goal tells you both how long youll be investing and how much money you can put at risk.
4.
Why might it be a good idea to remove redundant investments from your portfolio?
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All of the above. Though a set of investments may be redundant, there are still some differences among them, which may make one preferable to keep over the others.
5.
To determine whether your existing portfolio fits your investing blueprint, you should, among other things, search for overlap among your investments.
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True. Searching for overlap will weed out unneeded redundancy.