Periodic evaluation of one’s investment portfolio is an important step in the investing process. It is a way to review the past and make adjustments for the future to ensure that one’s financial goals are being met. Periodic evaluation should occur at least once a year, however, more frequent evaluation is often recommended. When evaluating a portfolio, the first step is to review the overall performance of the portfolio. This can be done by comparing the portfolio’s rate of return to that of a benchmark index. This will provide an indication of how well the portfolio is performing relative to the broader market. It is important to consider both short-term and long-term performance when evaluating portfolio performance. The second step is to review the individual investments within the portfolio. This should include evaluating the funds, stocks, and other investments that comprise the portfolio. It is important to be aware of any buy and sell decisions that have been made over time to ...