How often should I review my portfolio?
An example of an AI chatbot conversation about portfolio review frequency.
How often should I review my investment portfolio?
It's generally recommended to review your portfolio at least once a year, but more frequent reviews can be beneficial.
What factors should I consider when reviewing my portfolio?
Consider your investment goals, market conditions, and any significant life changes that may affect your financial situation.
Should I adjust my portfolio based on market trends?
Yes, adjusting your portfolio based on market trends can help optimize your returns, but be cautious of overreacting.
How do I know if my portfolio is performing well?
You can assess performance by comparing your returns to a benchmark index and evaluating if you're meeting your financial goals.
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