How to Review Your Stocks

Just because a stock was a good for your portfolio last year doesn’t necessarily mean that it still belongs in your portfolio. Here are some things to consider when evaluating your portfolio. 

You should watch closely for changes in your individual company stocks. Individual stocks prices may shift quickly.

You'll likely want your stocks to meet the same investment criteria today as they did when you first bought them. When you're reviewing your stocks, ask yourself, “If the stock no longer meets those criteria, does it still belong in my portfolio?'

You may want to put that stock on your list of 'stocks to watch' for the time being. If a stock no longer clears most of your investment criteria hurdles, however, it may become a sell candidate. Notice that we haven't been talking about price performance (whether the stock has an unrealized gain or loss), but rather whether or not it still fits the role in your portfolio that you originally wanted it to play.

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