Morningstar's Guide to Investing Ideas for 2015

The New Year prompts a fresh look at your investment portfolio - are you carrying deadweight and where are the best opportunities for the coming year?

Emma Wall 6 January, 2015 | 9:23AM

Have you made any New Year’s resolutions? What about considering your financial health alongside those plans to learn a language, complete a triathlon or quit smoking?

The New Year is an excellent time to take stock of your stocks, filter your funds and prioritise your portfolio. Are you carrying any deadweight that needs to be chopped? Not all lagging investments recoup losses – January is a good time to cut your losses and reallocate that cash to a more promising asset.

Similarly any holdings that have excelled over the last 12 months – or longer – should be reviewed. Could you be best served trimming the gains and reinvesting that capital into an undervalued asset?

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Emma Wall  is former Senior International Editor for Morningstar

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