Building and monitoring an investment portfolio
Managing your investment portfolio is a continuous process that requires ongoing commitment.
Successfully managing an investment portfolio requires dedication, it’s essential to stay informed and keep a watchful eye on your own investments to determine when adjustments are needed. However, the first and most crucial step in this journey is to make sure that you are gaining a clear understanding of your current investment holdings, the potential returns they offer, and how much risk you are exposed to.
In this brief video, we discuss how to review an investment portfolio, questions you should ask yourself during the process and when to rebalance your own portfolio.
Curious when you should sell an investment or how to start a portfolio from scratch? Register for our free 5-week course today and get all the answers straight to your inbox.
Want to continue your investment journey?
‘Demystifying investments’ will help you go from nervous to a confident investor who manages risk and isn’t intimidated by financial jargon — without being an expert!
In just 5 weeks, we will empower you with the knowledge and skills needed to make informed investment decisions and set yourself on the path to success.
- Weekly videos straight to your inbox
- Over an hour worth of content
- Lifetime access to course materials
- Completely free and designed for beginners
Start your investment journey today!
Are you ready to unlock the door to financial independence and gain the confidence to start investing? Here’s a little glimpse of what we’ll cover over the 5 weeks:
- The stock market and investing explained
- How we experienced investors make money decisions
- Key terminology used in the investment world
- Understanding risk and your relationship with it
- The secrets of researching investment funds
- How to construct a portfolio that aligns with your financial goals
By the end of this course, you’ll have the tools to make informed decisions and identify investment opportunities with confidence.
Our 5-week course is completely free, and it’s designed with beginners like you in mind. Whether you dream of a secure retirement, saving for your children’s education, or simply achieving financial independence, this course will set you on the right track.