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Raynor reviews: Your investment portfolio
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Nick Raynor, investment adviser at The Share Centre, explains what to bear in mind when reviewing your investment portfolio with his five top tips
As the past 12 months have reminded us, it’s often not until our investments head south that many of us decide it’s time for an overhaul of where exactly we are investing our money.
Remembering to review your investment portfolio regularly can contribute greatly to reducing the risk of loss, especially when market conditions are turbulent. I’d suggest, no matter what the economic climate, you review your portfolio every quarter, if not more often.
top up your savings
Your financial goals, your attitude to risk and time horizons may well change over the course of a year and it’s important your portfolio reflects your change in circumstances.
Not only will frequently reviewing your portfolio ensure your investments are working as best they can for you, it will also help ensure you don’t get any nasty surprises when it comes to your money.
Follow my five-point check to help keep your investment portfolio on track in these volatile times.
by Nick Raynor, 4 September 2009
