The importance of regularly reviewing your investment portfolio

An investment portfolio requires regular review to stay current and in line with your financial goals. Markets can change and assets that once seemed promising may no longer be attractive. Regularly analysing your portfolio will allow you to identify such changes in a timely manner.

Revisiting also helps you maintain a balance between risk and return. For example, if one asset category begins to take up too large a share of the portfolio due to rising valuations, it may disrupt your original strategy. Regular adjustments can bring your portfolio back in line with your original goals and reduce potential risks.

In addition, reviewing your investment portfolio gives you the opportunity to consider new investment opportunities. New instruments and trends emerge that may be of interest for diversification. This process helps you remain flexible and adapt to changes in the market, improving your chances of long-term success.