Systematically reviewing your investment portfolio is a critical part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your investment strategy, ensuring alignment with your financial goals. A trusted financial advisor can help you work through these issues and work with you to stay on track to reach your goals.
This checklist outlines important considerations while reviewing your investment portfolios, and covers:
- Investment objectives
- Time horizon and risk tolerance
- Diversification and asset allocation
- Tax management, including capital gains and the NIIT
- Performance monitoring
