When should I update my investment portfolio?
An example of an AI chatbot conversation about when to update your investment portfolio.
When should I update my investment portfolio?
It's generally a good idea to review your portfolio at least once a year, but there are specific events that may prompt an update.
What events should I look out for?
You should consider updating your portfolio if there are significant changes in your financial goals, market conditions, or if you've experienced a major life event.
How do I know if my portfolio is still aligned with my goals?
You can assess alignment by comparing your current asset allocation with your risk tolerance and investment objectives.
What if I want to make changes now?
If you feel your portfolio no longer meets your needs, it's wise to consult with a financial advisor before making changes.
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