It is critical to review your investment portfolios as 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.
This checklist helps guide you in 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
