BUILD A GOAL-BASED PORTFOLIO
Vikas Gupta
CEO & Chief Investment Strategist - Scientific Investing-Evolved Value Investing-in Global Equities-US Indian EU & UK
It’s December. It is time for the smart investor to review her investment goals, evaluate stock portfolios and reposition them for achieving those goals. The smart investor focuses on listing out the goals for which she is investing. For each of the major and minor goals, the investor, possibly with the help of a financial planner, should put an estimate of the time frame and amount.
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