Review the performance of your stock choices and consider recent financial news, industry news, financial statements, and financial indicators (e.g., ratios) to determine your next steps. What are your next steps? Is it time to invest more in some of your companies? Maybe it’s time to sell off shares in other companies. Consider making these types of changes to your portfolio before you start participating in this discussion.
In your main post, respond to the following:
- Portfolio Overview
- What is the current value of your portfolio? (Include “as of” date.)
- What is your portfolio’s rate of return? (Include “as of” date.)
- Summarize the changes you have made to your portfolio (if any) since your initial purchases in Module Two. If you have not made any changes, explain why.
- Explain why you have made your decisions.
