Rationalizing your Portfolio in a Pandemic

The Jamaica Stock Exchange & You

As the world sits by wondering if we are all having a bad dream and hoping to wake from it post haste, we are forced to face the consequences of a pandemic which doesn't seem to have an end in sight. One of the main areas that has taken a huge hit from its wrath, is our finances. As an investor, no doubt you have had to take a good look at the asset classes you have within your portfolio as you contemplate the inevitable losses you would have observed in some categories. This week’s episode explores, "Rationalizing your Portfolio in a Pandemic" with Shelly-Ann Morgan, Manager, Investment Client Services, Sagicor.

Some of what we looked at were:

• What is portfolio rationalization?
• Given the season we are in globally, is it a time to add new ones to existing portfolios or reinvest into previous bets?
• How do we map out our portfolios? Is it by sector, dividend paying, market cap, price to sales, p/e?
• What are some stock screeners we can use to analyse our portfolio?

And lots more.

Connect with Shelly-Ann Morgan:

Email: [e-mail]

Sagicor

Thanks for listening to The Jamaica Stock Exchange & You, a podcast of the Jamaica Stock Exchange with your host, Heneka Watkis-Porter!

What's working for you in this pandemic as it relates to your investment portfolio? Let us know. Send us your feedback at [e-mail] or on social media @jamstockex.

The Jamaica Stock Exchange & You is produced by Heneka Watkis-Porter of The Entrepreneurial You podcast, you can find it at henekawatkisporter.com to hear leadership and entrepreneurship lessons from guests like Marlene Street-Forrest, Les Brown, Richard Branson, Seth Godin and more. That’s all for now, see you next week!

Remember, as Warren Buffet says, "Rule number one: Don’t lose money. Rule number two: Don’t forget rule number one.”

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