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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This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support.

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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

Website: Monevator

Course: Learn How To Invest (sign up to be notified)

No transcript this week, sorry!

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