Retirement Planning Guide
Planning for retirement can seem like a daunting task but it is important to think about how you are going to support yourself financially in your later years.Download our guide
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As the stock market constantly changes, it is important that you regularly review your portfolio (at least once a year), to ensure it is still in line with your goals.
Assess your portfolio's performance - check the returns and ask is everything still on target to meet your goals?
Review your individual funds - different fund managers perform well in different circumstances. It is likely that your position and those of your investments will change over time. It's crucial to check that each one is performing as well as it can.
Evaluate your asset allocation - this will ensure that your investment strategy remains balanced in line with your risk appetite. In doing so, you will also check to ensure your portfolio is sufficiently diversified.
For example, are you invested in equity funds only or other asset classes? If your portfolio was split up equally into equity and bond funds, will this ratio be the same after a year? The performance of different funds can vary, so over time your portfolio may change from how it started out.
Review your future goals - it's essential to always have a clear idea of what these goals are and whether your portfolio is on track to achieve them. For example, if you're saving up for a new house, you'll want to check your portfolio is built for growth, rather than income.