Assessing your Portfolio

You should evaluate your portfolio periodically because under certain circumstances you might need to make some changes in allocating resources. Also, economic fluctuation and market conditions could affect your asset allocation plan. In the same way, a shift in company’s business would have direct consequences in the company’s stock values, modifying your portfolio.

Type of Investments: The most common alternatives to invest in are the financial ones. Although investment en non-financial real assets such as real estate and collectibles can also be carried on a portfolio.

Financial investments are classified in 4 categories:

1. Money market values such as short term titles with no less than One year maturity.
2. Debt values which are fixed income titles with a 1 year maturity.
3. Common values which are long term titles that have no maturity date.
4. Deductible values which are titles that are valued through other titles and involves transactions that will be paid off in the future.

Non-financial investments include real estate, collectibles (art, antiquities, baseball cards, stamps, and other types of collectibles), precious metals and natural resources. Besides a specialized knowledge required to invest in these kind of non-financial assets there are many similarities related to financial assets investments.

Beginner Money Investing Financial life cycle Asset Allocation Plan Identify your Investing Strategy Selecting Investments Assessing your Portfolio Gold Depository Storage Accounts + Values in the Money Market