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Don’t panic! But do review your portfolio

Some annual housekeeping to keep allocations on track Concerns about the health of the global economy, the effects of the U.S.-China trade and tariff dispute, rising interest rates, and the flattening yield curve combined to make the stock market slump of the...


How – and why – to review your portfolio

Avoid falling into the unintended investment-risk trap Looking at your annual bottom-line performance is, of course, key. But it doesn’t tell the whole story. Conducting an annual investment review over and above the pure performance number tells you not only how...


Time for your annual (portfolio) review

How to make sure your investments stay on track An annual investment review not only tells you how your portfolio has performed against your benchmark, but whether it’s time to make changes to your holdings. This could happen, for example, if some investments in...

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