How to review your portfolio - Season 2, Episode 7
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 17 August 2016
⏱️ 27 minutes
🧾️ Download transcript
Summary
If you build a portfolio right at outset, it should - I believe - largely look after itself. But you should still keep an eye on it of course. In this week’s show I’m going to be covering the basics of how to review your portfolio as the years go by, to ensure it still serves the purposes you set for it.
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How to review your portfolio
Reviewing a portfolio has the potential to be a bit like annually clearing out the garden shed - not a job you look forward to, and maybe one you keep putting off. Perhaps you haven’t cleared out the shed in a very long time…
But while reviewing your investments is important, I also want to downplay it a little bit. A lot depends on your interest in matters of investing, and how hands-on you want to be. Fortunately, there are options for everyone, so let's look at how to review your portfolio...
In this session, you'll discover:
- The difference between a portfolio and a financial plan
- What I think about benchmarks
- Why your definition of success is the only one that matters
- How often you should review a portfolio and when you should conduct ad-hoc reviews
- Why context is so important when reviewing your portfolio
- That rebalancing is a key discipline
- That it is vital to have good decision-making structures in place
Resources mentioned in this week's show
Podcasts: Sessions 154, 155 and 156 - all about building Net Worth
Podcasts: Sessions 108, 109 and 118 - all about making good financial decisions
Other shows: Money To The Masses and Informed Choice Radio
Join the conversation
I love to read and respond to your comments, so please do join in and share.
Question: When was the last time you reviewed your portfolio? Be honest!
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Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money Podcast, season two, episode seven. |
| 0:04.5 | All right, let's review this one more time. |
| 0:14.3 | This is the podcast dedicated to helping you put your finances in order. |
| 0:19.2 | My name is Pete Matthew and I'm going to share with you |
| 0:21.0 | everything you need to know and everything you need to do to secure your financial future. |
| 0:25.9 | I'm here to help you make sense of money. |
| 0:36.7 | Here we are again, folks. Great to have you with with me sounds a little bit echoing here today |
| 0:40.6 | wonder why that is i'm in exactly the same room standing in exactly the same place maybe i'll just |
| 0:45.7 | move slightly into my makeshift cupboard with soundproofing stuff around the walls maybe that'll |
| 0:52.1 | that'll make it better or maybe you can't hear it and it's just |
| 0:55.2 | me. I'm more likely to be the case. But anyway, great to have you with me. Once again, folks, |
| 1:00.4 | if you build a portfolio, an investment portfolio right from the outset, I reckon that it should |
| 1:07.0 | largely look after itself. But you should, of course, still keep an eye on things as |
| 1:11.9 | time goes on. In this week's show, I'm going to be covering the basics of how to review a portfolio, |
| 1:17.0 | the things you need to be aware of, the things you need to ignore, but how to review things |
| 1:20.7 | as the years go by to make sure that it still serves the original purposes that you set for that |
| 1:25.4 | portfolio. So that's what we're going to be talking about today. |
| 1:28.4 | As usual, after the main body of the show, I read a fantastic review that's been left for me this week, |
| 1:33.0 | announce what we're going to be talking about next time, all that sort of stuff. But first, |
| 1:36.2 | remember, this podcast is brought to you with the help of seven investment management. |
| 1:39.7 | They're a firm of investment managers based in London, and they specialize in multi-asset investing, something |
| 1:45.0 | I'm continually banging on about on this show. But multi-asset investing, to my mind at least, |
... |
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