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reviewing my investments
David Fulton

David Fulton

What Issues Should I Consider When Reviewing My Investments?

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)

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