Portfolio review

Published On: 05-Jul-2017

Portfolio Review

When we meet the doctor with our pains and problems, we are more than willing to follow all his instructions.  We religiously buy the medicines, and follow the dosages until we feel better.  But then most of us give the ‘follow‐up’ visit a complete miss.  Not intentionally, but the motivation to see the doctor which was so high when there was a problem, is lost after the initial action.  Our portfolio can suffer from a similar lack of motivation to review and revise it.  A financial decision, much like the decision on our health, needs review and revision.

Simply Invest Karo Invest

Our portfolios need review because the market conditions or our financial conditions may alter over time.

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Sometimes we may expose our portfolio to risks when we do not review how it is performing in relation to the market in which it is invested.

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