Avoid Massive Money Mistakes With a Mid-Year Portfolio Checkup

With all the volatility in the markets lately, the middle of the year is a great time to take a step back and look at how your investments have done. But how should you conduct your own money checkup?

In the following video, Fool contributor Dan Caplinger discusses how you can avoid making big mistakes with your money by doing a mid-year portfolio review. With big gains in the early part of the year having given way to a correction in recent weeks, Dan notes that you have a good sense of where risks are in the market, with bonds in particular having surprised many investors with the magnitude of their declines. Dan talks about how simple, minor adjustments can usually get the job done, while also discussing some situations in which more dramatic action is warranted.

ETFs are a key part of many successful investment strategies. To learn more about a few ETFs that have great promise for delivering profits to shareholders, check out The Motley Fool's special free report "3 ETFs Set to Soar." Just click here to access it now.

Read/Post Comments (0) | Recommend This Article (0)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

Compare Brokers

Fool Disclosure

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 2516953, ~/Articles/ArticleHandler.aspx, 9/30/2016 1:29:26 AM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...

Today's Market

updated 4 hours ago Sponsored by:
DOW 18,143.45 -195.79 -1.07%
S&P 500 2,151.13 -20.24 -0.93%
NASD 5,269.15 -49.39 -0.93%

Create My Watchlist

Go to My Watchlist

You don't seem to be following any stocks yet!

Better investing starts with a watchlist. Now you can create a personalized watchlist and get immediate access to the personalized information you need to make successful investing decisions.

Data delayed up to 5 minutes

Related Tickers

9/29/2016 3:59 PM
AGG $112.54 Down +0.00 +0.00%
iShares Barclays A… CAPS Rating: *
EEM $37.29 Down -0.66 -1.74%
iShares MSCI Emerg… CAPS Rating: ***
VTI $110.46 Down -1.09 -0.98%
Vanguard Total Sto… CAPS Rating: ***
VWO $37.36 Down -0.63 -1.66%
Vanguard Internati… CAPS Rating: *****