The process of managing a portfolio never stops. Once the funds are initially invested according to the plan, the real work begins in:

Question

Quizplus · Accepted Answer

Evaluating the portfolio's performance and updating the portfolio based on changes are both crucial ongoing tasks in portfolio management. These tasks ensure that the portfolio continues to align with the investor's goals and objectives, and that any necessary adjustments are made to achieve optimal returns. Additionally, examining current and projected financial goals is an important factor in portfolio management, but this task may not require ongoing attention as frequently as performance evaluation and updates.

The Process of Managing a Portfolio Never Stops