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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
The views of the author and any people interviewed are their own and do not constitute financial advice. 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. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.
