Keeping Tabs on Your Portfolio - Morningstar - The
Short Answer

post from Brighton Perspective on 10 November 2009 08:32:00 AM. © Brighton Perspective

Keeping Tabs on Your Portfolio - Morningstar - The Short Answer.

It is important to review your investment portfolios (taxable, 401k, IRA, etc) at least quarterly to ensure the asset allocation is as you want it to be, investments are performing in line with expectations, no management changes have taken place (of if they have, that they're not material to the management of the fund), etc.

If you're a buy and hold investor, that doesn't mean buy and ignore. Things change and its important to stay on top of that. Not doing so can lead to unintended consequences such as a significant overweight in domestic equities in early 2008 just as you were getting ready to retire.

Review and adjust, if necessary, at least quarterly. As part of the process consider your risk appetite at the time, liquidity needs, time horizon, etc. This isn't a cure all but will help you better manage risk over time.

The article provides a few good insights on things to consider as you conduct your review. If you don't have time to do this yourself, then get help from a financial advisor.

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-your-portfolio---morningstar---the-short-answer.html