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This review report will give you an opportunity to re-evaluate your performance (strategy) relative to your goals (objective) and the markets’ performance during the period. In your review, you may discuss which positions exceeded (underperform) your expectations (and reference index) and what cause the results. Specifically in your report answer the questions follows:
1. Is the premise of why you bought a position previously still intact? Please don’t put a specific purchase but is O.K to talk about your purchase in particular sector/industry.
2. Has anything fundamentally changed for the sector you invested? Discuss this in link to the change in event or macro data.
3. Review the positioning of your portfolio relative to the benchmark? Are you out of tolerance in your allocations?