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Review your portfolio periodically from "summary" of All About Index Funds by Richard A. Ferri

To ensure that your investment portfolio remains aligned with your financial goals, it is crucial to review it regularly. Setting up a routine schedule for reviewing your portfolio can help you stay on track and make necessary adjustments as needed. By periodically evaluating your investments, you can ensure that your asset allocation is in line with your risk tolerance and time horizon. During your portfolio review, consider factors such as changes in your financial situation, market conditions, and investment objectives. Reassessing your risk tolerance and investment goals can hel...
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    All About Index Funds

    Richard A. Ferri

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