Fighting Complacency
...excerpt from Mo Lidsky's latest book, Partners in Preservation A simple way to combat portfolio complacency is to ask a simple question: If I had to recreate my portfolio today, would it look the same? If the answer is no, it is time to consider some changes. This is a tactic many Fortune 500 CEOs employ in their companies. When pressed with a difficult situation, shrewd CEOs imagine someone else taking over the company and ask themselves what their successor would do. The