Often people wonder what should I consider when reviewing my investments? Whether you are a novice or experienced investor, it is critical to review your investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your strategy, ensuring alignment with your financial goals.
This checklist helps when reviewing your investment portfolio, and covers:
- Investment objectives
- Time horizon and risk tolerance
- Diversification and asset allocation
- Tax management, including capital gains and the NIIT
- Performance monitoring
Click here to download: What-Issues-Should-I-Consider-When-Reviewing-My-Investments-2021 (2)