Portfolio Year In Review – 2014

  Another new year brings another review of last year’s portfolio – I’ve been particularly delayed as I’m gathering more data points and looking at performance a little more closely this year.   Similar to last year’s disclaimers, here are the ones for this year: No tax / margin / interest / commission costs incorporated in the…

2013 Portfolio Year In Review

As every diligent investor should do (whether or not you’re a novice or a pro), you should be looking at your portfolio on a regular basis (at least once a year) to see how its been doing and any adjustments that need to be made. I’m at fault for not having done this in the…