Resolution – review and rebalance
Did you know that during periods of market volatility, portfolio drift can be accelerated, meaning your investments may no longer be aligned with your risk preferences and objectives? This is why it’s good practice to have regular portfolio reviews, in order to implement effective rebalancing if required. Regular reviews are also a great opportunity to make us aware of any changes in your objectives or circumstances. Why not start the new year as you mean to go on? Get in touch.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.