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How to review your investment portfolio

Your financial goals rather than market moves should influence your investment decisions
How to review your investment portfolio
  • Keep on top of your investments by reviewing your portfolio
  • Don't make portfolio changes without considering your personal circumstances and appetite for risk

As the first half of 2020 draws to a close, investors have plenty to consider. With equity markets having experienced extreme volatility and the coronavirus lockdown placing mass swathes of the economy in jeopardy, you would be right to have plenty of questions about the health of your portfolio. But you should consider them in a structured way, taking into account some general rules, rather than making kneejerk reactions to market movements. So we have set out some steps to help you sort out your portfolio in a calm and sensible way.

 

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