Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 0
Exercise frequency depends on how often one allocates capital. Frequent new capital demands frequent assessment. Less frequent capital allocation means less frequent analysis. Organic re-allocation frequency depends on the nature of the portfolio and the investor. Investments in large capitalization companies can approach intrinsic value over the course of a quarter in certain circumstances (check out MCD's chart over the past year for example). Since the equations involved in the exercise involve numbers that change on a quarterly basis (analyst earning projections - with all their inaccuracies) portfolio assessment on a quarterly basis seems reasonable as a starting point.

Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.