full Portfolio cleanup

A Full Portfolio Cleanup is an in-depth process aimed at optimizing and streamlining the assets or investments in a portfolio to improve performance, reduce risks, and ensure alignment with current goals and objectives. It’s typically done in investment portfolios, business portfolios (projects, products, etc.), and even in digital marketing (such as website content, campaigns, and tools). The purpose is to assess the existing holdings or components, identify any underperforming or non-strategic elements, and take corrective actions to create a more efficient, diversified, and goal-aligned portfolio.