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May 15, 2017     West Seattle Herald
Is Your Portfolio “Healthy”?
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May 15, 2017
 

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Is Your Portfolio “Healthy”? | West Seattle Herald / White Center News Skip to Main Content Area Monday, May 15, 2017 | Overcast, 51.8 °F search Letters Sign in Subscribe Contact Us Front Page News Features Sports Opinion Police Blotter Two apartment projects with 73 units and five parking spaces up for meeting May 25 A public meeting on two projects very close to each other with 73 ... Westside-O-Rama West Seattle Entertainment Guide Admiral Theater 2343 California Ave. S.W. 938-3456 Movie ... Sports Roundup 5-13-17 By Tim Clinton SPORTS EDITOR Friday, May ... Amanda's View: Colosseum and memoriam By Amanda Knox Approaching Century Link Field in a throng of ... Police Blotter week of 5-15-17 Man arrested for firing gun in park Around 11:30 p.m. on Wed., ... News Is Your Portfolio “Healthy”? Two apartment projects with 73 units and five parking spaces up for meeting May 25 Experimac: Apple centric sales and service store opens in West Seattle Herbold: Longfellow Natural Drainage Systems Project update Jenny Durkan for Mayor – Former U.S. Attorney ready to make a run for it Three story, six unit condominium project approved for Alki Fauntleroy Boulevard Project design at 90% complete still taking community feedback Lowman Beach Park Seawall Open House set for May 31 Fauntleroy Schoolhouse Centenial celebration will feature 'Group Hug' May 21 Mayor Murray bows out of race in emotional announcement at Alki Bath House Northwest Wine Academy's Reggie Daigneault keynote speaker at Rotary Club fundraiser breakfast On the Go Week of 5-8-17 UPDATE: Man shot in the head and killed in White Center; Suspect at large West Seattle 5k will run for the ninth time May 21; Event benefits programs at West Seattle High School Believe it or not Summer is coming; Pool schedules are out! Give Big! includes local non-profits and your help would really make a difference; One day event is May 10 Leaders, do-gooders and innovative businesses recognized at West Seattle Chamber of Commerce’s annual Westside Awards Breakfast Find It, Fix It Community Walk Team planning meeting for Highland Park May 4 Plant Amnesty arborists donate a day of pruning to the Arboretum at South Seattle College Bennedsen, Deborah Kay West Seattle 'Meet Up' with Pramila Jayapal set for May 23 Duwamish River Opportunity Fund to provide $250,000 for community-initiated projects TRiO Educational Opportunity Center opens at South Seattle College Wells Fargo bankers move to front of the class at Mount View Elementary On the Go Week of 5-1-17 Is Your Portfolio “Healthy”? 05/15/2017 updated 20 minutes ago Sponsored by Sarah Cecil May is National Physical Fitness and Sports Month. If you can exercise regularly, you’ll help yourself feel better, control your weight and even reduce the chances of developing certain diseases. But why not extend the concept of “fitness” to other areas of your life – such as your investment portfolio? 
And to help maintain a healthy portfolio, you can draw on some of the same principles that apply to keeping your body in good shape. 
 Consider, for example, one of the things that happen when you exercise – namely, your body uses more oxygen. As an investor, you may need your portfolio to get “oxygen” in the form of infusions of new investment dollars. If you stop putting money into your portfolio, you’ll need to rely on your existing investments to grow enough to help you meet your long-term goals, such as a comfortable retirement. Could that happen? Maybe, but you will likely be better off by investing consistently, year after year. And by spreading your contributions over a period of decades, you don’t have to come up with large sums at any one time. 
Another element important to exercise is the need to avoid injury. That’s why all sorts of athletes, both competitive and casual, stretch before they swing into action. Many of them also take other injury-avoidance steps, such as strengthening their “core” through abdominal work and increasing their flexibility through yoga. When you invest, you can be “injured” if your portfolio takes a hit during a market downturn. However, this type of injury will likely be much more severe if your portfolio is over-concentrated in just one asset class and the downturn primarily affects those exact assets. But if you own many different types of assets – stocks, bonds, government securities, and so on – you may reduce the impact of a downturn on your portfolio. Keep in mind, though, that this type of diversification can’t guarantee profits or help you avoid all losses. 
 While exercise is essential to maintaining good health, it isn’t the only factor involved. You should also get regular checkups with a medical professional, who can run various tests to measure changes in cholesterol, blood pressure, heart function and other areas. To help ensure your portfolio is healthy, you also need to chart its progress over time. And that doesn’t just mean determining if you’re getting the growth you need, though that’s obviously of great interest to you. You also need to evaluate whether your portfolio has gotten out of balance, which can occur without your doing anything at all. To illustrate: If you start out with a certain percentage of one type of investment, such as stocks, and these stocks grow to a point where they now take up a bigger share of your portfolio, you may be taking on more risk than you had intended. 
 Consequently, you should review your portfolio at least once a year to evaluate both its performance and its balance. Once you’ve compared where you are today with where you were a year ago, you’ll be in a better position to make appropriate changes if needed. 
 Do what it takes to keep yourself physically fit – but also take steps to ensure your investment portfolio is in good shape. It’s vitally important to your future – and you can do the work without even breaking a sweat. 
 This article was written by Edward Jones for use by your local Edward Jones Financial Advisor. We encourage our readers to comment. No registration is required. We ask that you keep your comments free of profanity and keep them civil. They are moderated and objectionable comments will be removed. View the discussion thread. Please send us your news tips, photos or ideas of how we can better cover your neighborhood. Email us at WestSeattle@robinsonnews.com or TEXT news tips to 206-459-6717 Receive updates on news and events in the West Seattle neighborhood via Twitter! Web development by Freelock Computing © 2017 Robinson Communications Inc. All Rights Reserved. Contact Us Terms Home Delivery Media kit available on request -- contact Donao@robinsonnews.com window.fbAsyncInit = function() { FB. FB.Event.subscribe("edge.create", function(href, widget) { _gaq. }); }; (function() { var e = document. e.async = true; e.src = document.location.protocol + '//connect.facebook.net/en_US/all.js'; document.getElementById('fb-root'). }()); _qoptions={ qacct:"p-04cWTlFWpKYdM" };