revueportefeuille

Mid-July. This is the right time for a portfolio review.

The 5 questions we ask each GoldenBridge client during a monthly review:

1. Does your current allocation still match your risk profile?
2. Are there positions whose fundamental thesis has changed?
3. Did you follow your exit rules, or did you modify them out of emotion?
4. What liquidity do you have available for Q3 opportunities?
5. Is your time horizon still the same?

These 5 simple questions reveal everything about a portfolio’s true condition.
Want us to do this exercise together? Private message.

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