2 Review Your Portfolio Allocation

Step 1… Update Your Income Machine >
Step 2 – Identify which sectors are weighted below 8% from the Sector Allocation table below. Look to purchase stock from these sectors first to balance your portfolio. For ideal diversification strive to have an equal balance of 10% in each of the ten sectors. However, sector weight within 8% to 12% is perfectly acceptable.
Step 3… Check for Undervalued Stocks >
Step 4… Setup Watch List Alerts >

Your portfolio’s current sector allocation sorted from lowest to highest.

Back to Top

Password Reset
Please enter your e-mail address. You will receive a new password via e-mail.