If you are managing your own portfolio,you need to re-evaluate your investment goals,risk tolerance,portfolio returns,and asset allocation on at least _________________ basis.
A) A monthly
B) An every-other-month
C) An every-6-months
D) An annual

Question

Quizplus · Accepted Answer

It is recommended that investors re-evaluate their investment goals, risk tolerance, portfolio returns, and asset allocation on an annual basis. This allows for sufficient time for the portfolio to reflect changes in the market and for the investor to assess if their investment strategy is still appropriate for their current situation. It also helps to ensure that the portfolio is aligned with the investor's long-term goals. Re-evaluating more frequently may lead to unnecessary changes and potentially hinder long-term performance.

If You Are Managing Your Own Portfolio,you Need to Re-Evaluate