Why are portfolio reviews important?
Portfolio reviews are crucial for assessing performance, identifying strengths and weaknesses, and making informed decisions.
How often should I conduct portfolio reviews?
It's recommended to conduct portfolio reviews at least quarterly, but it can vary based on your investment strategy.
What should I focus on during a portfolio review?
Focus on asset allocation, performance metrics, and alignment with your financial goals during a review.
Can portfolio reviews help in risk management?
Yes, portfolio reviews help identify risks and allow you to adjust your strategy to mitigate potential losses.
What tools can I use for portfolio reviews?
You can use financial software, spreadsheets, or consult with a financial advisor for effective portfolio reviews.
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