Tune Your Portfolio With a Year-End Review, Part 1

So, how did you do in 1999?

Sure, you bragged about that 250% gain in Yahoo! (YHOO Quote) or that 1100% gain in Qualcomm (QCOM Quote) at the office holiday party. But overall, how did your portfolio perform? Even more importantly, what are you going to do for an encore in 2000? Does your portfolio still conform to your original strategy?

Each January at Heron Capital Management, we perform a review of each client's portfolio, comparing the risk characteristics of the portfolio to the client's risk profile, determining how far the portfolio's allocations have drifted from the original strategy and taking steps to bring the portfolio back into line. ...