Organizing Your Financial Portfolio for 2025

Reported 1 day ago

As 2025 begins, it's the perfect opportunity to reassess your financial portfolio. Heather Knight from Fidelity Investments shares key advice, including comparing your portfolio's year-end performance to relevant benchmarks and evaluating under-performing assets. She suggests quarterly checks on your positions and emphasizes creating a financial roadmap and reviewing sector exposure. These tips can help you stay on track for your financial goals.

Source: YAHOO

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