Mid-Year Checklist for Investors

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4.7 • 1.7K Ratings

🗓️ 1 July 2019

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

Time to rebalance? Is cash building up in your portfolio? Ron Gross shares some tips for investors doing a mid-year review of their stock holdings. Plus, we dip into the Fool Mailbag to discuss the prospects of profit-taking, as well as where investors can find good research.

Transcript

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0:00.0	It's Monday, July 1st.
0:03.0	Welcome to Mark Foolery.
0:05.0	I'm Chris Helve.
0:06.0	Joining me in studio today, the one and only, Ron Gross.
0:08.0	Thanks for being here.
0:09.0	Always a pleasure, Chris, literally.
0:11.0	So as I mentioned last week, two this is going to be a short week from
0:15.5	market foolry because we got the holiday coming up so just an episode today
0:18.8	and tomorrow big July 4th coming up yeah and and I'm not here. I'm already.
0:23.0	Literally.
0:24.0	Hopefully by the time you're hearing this, I'm already on Cape God.
0:27.0	Are you enjoying yourself, do you think?
0:29.0	Hopefully.
0:30.0	Fingers cross. We're taping this a little early.
0:32.0	But I wanted to get you in here because this really seems like a good natural break for any
0:38.9	investor.
0:39.9	We're at the halfway point of 2019 and we're going to dip into the full mail bag because we get
0:44.8	some great questions but I am curious this really does seem like a good time for
0:51.0	any investor to just sort of take a step back and say okay it's in the
0:55.8	midway point how am I doing like almost to the extent that it's possible look at
1:01.3	your portfolio with a fresh set of eyes.
1:03.2	Yeah, I like to do that two times a year.
	...

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