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Portfolio Assessment Process Daily Assessment: All positions are monitored daily during market hours for any unexpected market changes and adjusted accordingly. Weekly Assessment: All positions are analyzed quantitatively for sector weighting re-adjustment. Additionally, positions are bought or sold based on fundamental or technical changes in the investment. Monthly Assessment: We keep a close eye on interest rate changes, volatility changes and macro-economic changes in the market. Adjustment s may be made to combat any negative influences on the portfolio. Quarterly Assessment: During our quarterly assessment we initiate contact with our clients to confirm any changes in their financial situation. We will adjust asset allocation to fit any changes to our strategic plan for our client's long-term portfolio needs. We also perform "tax-harvesting" within the portfolio. We try to offset possible capital gains that our client's portfolio might incur throughout the year. Semi-Annual Assessment: Asset Class Adjustment. This is where we adjust our weighting in our asset classes based on the market trends and macro-economic factors. Annual Assessment: Final year-end changes or tax-harvesting occur to maximize year-end after-tax performance for our client's financial situations. |
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