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Folks, for your final report, please revamp your portfolio. Your objective is to only keep stocks that you are willing to hold for a few
Folks, for your final report, please revamp your portfolio. Your objective is to only keep stocks that you are willing to hold for a few year (or forever). If you are happy with what you have now, write up a few stocks you have with regard to ROE, P/E, PEG, etc. If you have more than a few stocks, then write up the rationale for 3 to 4 stocks you are keeping/exchanging and why you're comfortable with holding them. If you decided to change to either index ETF or other specialty ETF, let me know your logic as well.
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