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The Meaningful Money Personal Finance Podcast

Aug 17, 2016

If you build a portfolio right at outset, it should - I believe - largely look after itself. But you should still keep an eye on it of course. In this week’s show I’m going to be covering the basics of how to review your portfolio as the years go by, to ensure it still serves the purposes you set for it.

How to review your portfolio


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How to review your portfolio

Reviewing a portfolio has the potential to be a bit like annually clearing out the garden shed - not a job you look forward to, and maybe one you keep putting off. Perhaps you haven’t cleared out the shed in a very long time…

But while reviewing your investments is important, I also want to downplay it a little bit. A lot depends on your interest in matters of investing, and how hands-on you want to be. Fortunately, there are options for everyone, so let's look at how to review your portfolio...

In this session, you'll discover:

  1. The difference between a portfolio and a financial plan
  2. What I think about benchmarks
  3. Why your definition of success is the only one that matters
  4. How often you should review a portfolio and when you should conduct ad-hoc reviews
  5. Why context is so important when reviewing your portfolio
  6. That rebalancing is a key discipline
  7. That it is vital to have good decision-making structures in place

Learn How To Invest

Resources mentioned in this week's show

Podcasts: Sessions 154, 155 and 156 - all about building Net Worth

Podcasts: Sessions 108, 109 and 118 - all about making good financial decisions

Other shows: Money To The Masses and Informed Choice Radio


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Question: When was the last time you reviewed your portfolio? Be honest!

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