“How do I get from x to z is defined by my earning goal and my portfolio should perform to that.” -Christina Suter
Today I am talking about your yearly review and what that means. Do you look over and manage your portfolio throughout the year or do monthly reviews? The two most important times you should manage and look after your portfolio are monthly and yearly including a full 6 month review. The first question you need to ask yourself is is my portfolio performing and if so am I meeting my earning goals? Every investor should have earning goals whether it be a number or a percentage of growth. Knowing your earning goal helps you create systems that will help you reach your desired return on your portfolio.
Topics Covered in this episode:
- What is a portfolio review yearly/monthly
- Earning goals
- Is your portfolio performing
- Why you should do a 6 month review
- How to check your current holdings
- Tracking cash on cash & appreciation
- Total portfolio return
The Real Estate Breakthrough Show with Christina Suter is where we talk about the reality of real estate, the mindset you need and the tips and tricks to get you moving forward in investing. Join us every week and learn everything you need to know to invest in real estate education and create real wealth for a lifetime.
Find our more about Christina here:
LinkedIn Christina Suter