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UNIT PORTFOLIO REVIEW 8 Lesson Descriptions Portfolio Review 1: Year in Review In this lesson, students have the opportunity to celebrate what they've accomplished during the year through a friendly
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Portfolio review is a process of evaluating and assessing an individual's investment portfolio to ensure it aligns with their financial goals and risk tolerance.
Investors, financial advisors, and individuals managing their own investment portfolios are required to file portfolio reviews.
To fill out a portfolio review, one needs to gather information on all investment holdings, analyze the performance of each asset, assess the allocation of assets, and review the overall risk profile.
The purpose of portfolio review is to ensure that an individual's investment portfolio is in line with their financial goals, risk tolerance, and investment strategy.
Information such as investment holdings, performance of each asset, asset allocation, risk assessment, and any changes made to the portfolio must be reported on a portfolio review.
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