Midyear Portfolio Checkup for 2024

Just as an annual physical exam is crucial for maintaining your well-being, a midyear portfolio checkup is vital for ensuring the health of your investments. In today’s fast-moving markets, taking a proactive approach to managing your portfolio is more important than ever. Regularly assessing your investment strategy and holdings is key to staying on track towards your financial goals.

What Does a Midyear Portfolio Review Involve?

A midyear portfolio review is a comprehensive evaluation of your investment performance over the first half of the year. This process involves assessing each holding to ensure it aligns with your objectives, risk tolerance, and investment horizon. For individual stock holdings, it’s essential to analyze their role in providing growth, income, or diversification. Additionally, a midyear review helps identify opportunities for tactical adjustments based on current market conditions and trends.

The Importance of Reviewing Individual Stock Holdings

Individual stocks tend to experience higher volatility compared to broader market indices, making regular reviews especially important. By evaluating your stock holdings, you can ensure that they continue to serve their intended purpose in your portfolio. This may involve recognizing when it’s time to trim exposure to overperforming sectors and reallocate funds or capitalizing on market pullbacks to buy attractive opportunities.

Midyear Portfolio Review Checklist

If you’re considering conducting your own midyear portfolio review, the following checklist can serve as a helpful guide. By working through each step, you can gain a better understanding of your investment performance and identify areas for potential improvement.

  1. Gather all relevant account statements and performance reports
  2. Review your current financial goals and risk tolerance
  3. Evaluate the performance of each investment holding
  4. Assess the role of each holding in your overall portfolio
  5. Identify any necessary changes to your asset allocation
  6. Research market conditions and trends for potential tactical adjustments
  7. Review your progress towards your long-term financial objectives
  8. Make any necessary updates to your investment strategy
  9. Set a reminder for your next portfolio review

The Benefits of Working with an Advisor

While this checklist provides a starting point for a midyear review, it’s important to recognize the time and expertise required to thoroughly analyze a portfolio of individual stocks. Without professional guidance, it can be challenging to ensure your holdings are prepared for years to come.

At our firm, we specialize in actively managed stock portfolios. Our team of experienced analysts and portfolio managers is dedicated to providing the expertise and resources needed to continuously monitor holdings and make timely adjustments. By constantly seeking out opportunities, we aim to position our clients for long-term success.

When you work with an advisor, much of the midyear review checklist can be handled automatically and proactively. This allows you to focus on what matters most—your long-term financial goals and overall wellbeing.


Taking a proactive approach to managing your investments is essential in today’s market environment. While a midyear review checklist can be a helpful guide, working with a professional advisor offers numerous benefits. With our expertise in actively managed stock portfolios, we can help you navigate the complexities of the market and make informed decisions.

Don’t wait until year-end to give your investments a checkup. Contact us today to schedule a portfolio checkup and experience the peace of mind that comes with professional, active portfolio management. Let us put our expertise to work for you and help you stay on track towards your financial goals.

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