I have added a detailed article on how a periodic investment portfolio review process ought to operate to the member only tab “Long Reads”. It is not a subject that can be covered succinctly!
Given that adviser clients pay most of their hefty fees to supposedly keep their portfolio in shape, I think investors need to know what ought to be happening. DIY investors will hopefully find the article useful as a checklist of actions. Feedback and comment are welcome as ever.
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