Everything.
Are you…
· Actively managing assets vs. just buying and forgetting?
· Choosing the best investment managers?
· Following bad trends too long? Not following good trends early enough?
· Tracking your investments with your goals?
Do better.
· Look for better tax-management opportunities.
· Find missing asset classes that fit your allocation profile.
· Question unknown/unclear fees and expenses in your portfolio.
· Rid your portfolio of redundancy, overlap & inefficiency.
· Stop following trends too early or too late.