Portfolio Audit 2022: The annual review of my goal-based investments

I evaluate my retirement portfolio’s performance and my son’s future portfolio each year in a personal finance audit. This is the tenth edition. Published from 2013 onwards, these audits provide a sense of accountability and ensure I do not fall prey to fear of missing out, preventing bad investment decisions. They also point out the...

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Published on December 23, 2022 16:30
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