Baby steps in maintaining a stock portfolio

Fundamentals 06-2: There are two aspects in managing any stock portfolio - construction and maintenance. This post focuses on the maintenance of a stock portfolio while the construction issues are covered in " Baby steps in constructing a stock portfolio ." Imagine that you have purchased a group of stocks making up your initial stock portfolio. You have constructed your stock portfolio. Since you consider yourself as a long-term value investor, do you hold onto the stocks forever? There are also a host of other questions that come to mind as you manage the stock portfolio: How do you grow wealth with the stock portfolio? What do you do with the dividends you receive? How do you assess the portfolio performance when you put in more funds? Constructing the stock portfolio is the first step. You now have to address these and other questions as a part of the management process. I will share my views on maintaining the stock portfolio. This is from a bottom-up, stock-picking,