Reprising Investments
Describe why changes to the original investments would, or would not, be made if not using a buy-and-hold strategy and give sound reasoning supporting the position taken using clear, concise language.
How do you evaluate the current adequacy of the original Portfolio investment plan, provide supported reasoning that justifies the position taken if not using a buy-and-hold strategy, and use clear, concise language.
How do you Analyze portfolio performance for the initial period in a portfolio investment using financial analytical tools.