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Assembling Your Master Portfolio
OVERVIEW
Assembling your Master Portfolio is the stage where you get your
hands on as many different types of documents as possible that you will
later hone and refine for specific targeted Can-Do Portfolios. But first
you need some useful documents to choose from. We call this collection
of portfolio-worthy documents your Master Portfolio.
This chapter details the kinds of documents you should be looking
for and some strategies you can use to obtain new documents for your
Master Portfolio. We’ll show you how to assess the value of each item in
your collection, a practice that will help later as you create a targeted
portfolio. We’ll review different techniques for filing these documents,
and finally we’ll suggest a method you can use to summarize every-
thing you have in your Master Portfolio.
We have created two worksheets that you might find useful for as-
sessing and summarizing the items in your collection. These work-
sheets are totally optional. The last thing we want to do is discourage
you from collecting items for your Master Portfolio because you dread
filling out a bunch of forms! You do not have to fill out any forms or cre-
ate a fancy filing system in order to have a useful Master Portfolio. The
worksheets are there for those of you who find them helpful. Whatever
you decide to do, the important thing is for you to begin collecting doc-
uments that might prove useful for future targeted portfolios.
Get ready for a treasure hunt. One last point. If you are hesitating
about getting started because collecting and sizing up all these docu-Copyright 2003 by Frank Satterthwaite and Gary D,Orsi. Click Here for Terms of Use.^15