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Sorting out Your Situation with ETFs


Where do you stand right now with your portfolio?

If you can’t answer this question immediately, then you have some work to do. Given that we are just a little more than halfway through the calendar year, I think that’s as good a time as any to make sure you fine-tune your focus for the second half of what has so far been a most unusual year.

In last week’s Weekly ETF Report, we pointed out how important it is to conduct a halftime review of your holdings to make sure the stocks, bonds, mutual funds and, hopefully, exchange-traded funds (ETFs) you own are meeting your overriding investment objectives.

Of course, before you can tell if your holdings are meeting your goals, you have to know what your goals really are.

Read more about why you should assess your ETF situation at Eagle Daily Investor.