Dr. Ralph-Christian Ohr has been working in several innovation, division and product management functions for international, technology-based companies. His interest is aimed at organizational and personal capabilities for high innovation performance. He authors the Integrative Innovation Blog. The Biggest Mistakes in Managing a Portfolio. The Biggest Mistakes in Financial Planning Series. by Harvey Jacobson, CHFC, MBA, CLU. Investors who have remained consistent with their risk profiles through volatile markets have seen a substantial recovery in their portfolios since March 2009. Those who are truly behind are those who panicked and are now left with the decision of how to recover their losses. They can, but it is a much slower recovery. This article published originally April 13, 2010, Los Angeles Daily News. Managing an agile portfolio. When the right people on the right teams have the right context, they naturally do the right thing. Set the right context.