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How often do you review your portfolio?
With ISA season now beginning, many investors will be looking at their portfolios and deciding where to invest their money this year. But how often should you be checking on your investments? Is once a year enough?
In December, we asked FundCalibre visitors how often they reviewed their portfolios. Surprisingly, more than half of respondents (56%) said they check their investments at least monthly. This suggests to us that FundCalibre visitors may be more engaged than the average investor.
If you are investing for the long term, and review your portfolio less often, it’s not a problem though. Reviewing once or twice a year can be more than enough to make sure you are on track to reach your goals.
If this is a prompt for you to check your own investments, you might like to read our tips on building a portfolio and choosing a fund.
* Based on feedback from 78 FundCalibre visitors from 02/12/15 – 31/12/15
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.
