S8E5: How to review an investment portfolio
Investing is a long-term game. And over a long time, things can happen, which means you need to keep an eye on your investments as the years go by. This week, I show you how…
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How to review an investment portfolio
If you have money put away for the future, it needs looking after. One thing is for sure, any portfolio left to its own devices will, over time, veer from the path which it was intended to run on. Asset allocations get out of kilter, funds which were once hot become dogs – you get the picture.
But the key thing to understand is that investment performance is about much more than investment performance. Confused? Let me explain…
Resources mentioned in this episode
Document: Mosaic PDF. Thanks to 7IM for this
Vlog: PFS Awards November 2017
Course: Learn How To Invest (sign up to be notified)
No transcript this week, sorry!
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