Today's episode of Animal Spirits is sponsored by Navi Plan by Advicent.

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Naviplan empowers advisors to cater their services to any client from simple goals-based

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visit Advicent.com slash animal spirits.

Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael

Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.

Michael Battenick and Ben Carlson work for Ritthold's Wealth Management.

All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions

and do not reflect the opinion of Rithold's wealth management.

This podcast is for informational purposes only and should not be relied upon for investment

decisions.

Clients of Rithold's wealth management may maintain positions in the securities discussed in this podcast. Welcome to Animal Spirits with Michael and Ben. We get a ton of questions

every week, but we're only able to answer a handful each episode. So once a quarter or so,

we'll be doing shows like this entirely dedicated to some of the emails that we receive.

Later in the show, we're going to be bringing on our friend Tony Stick from Advicent,

but let's start with a mailbag.

Ben, what's the first question that we got?

All right.

How do you determine when things are getting out of weight in a portfolio?

I know it's probably situational basis and risk assessment, but I was just curious if there

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