Are you comfortable with your portfolio? Learn how to build the right mix that will let you sleep at night.
It’s important to be comfortable with your investments — do they allow you to sleep at night or are you stressed by the market’s movements?
Different investments react differently to market news and global events. But if the ups and downs are keeping you awake, it’s a sign that your portfolio may not be suitable for you. Building the right portfolio for you means finding the right mix of investments, the mix that will help you achieve your goals within the desired time frame and that you’re comfortable with.
As time passes or things change and your portfolio adjusts, it’s important to ask yourself this question again. Periodically, you need to re-evaluate whether the individual funds and your overall portfolio are best for you.
Your portfolio should be all about you — it’s built to help you achieve your goals over time.
If you’d like some help from a specialist, talk to an MD Advisor* about reviewing your investment portfolio.