Glenn Freeman / Livewire Markets
Before switching off after (another) hectic year, take the opportunity to review your investments using the following checklist.
Calendars will soon tick over into December, meaning Christmas and (for many of us) a well-earned break are just a few weeks away. It also gives us a chance to reflect on what’s happened during the year. For investors, this can provide an opportunity to consider how lessons from 2023 might influence your investment approach in 2024.
Disciplined investors use this time of year for an annual portfolio review. This is important because even if you haven’t actively altered your portfolio mix during the year, the contents of your portfolio might have shifted in line with changing valuations, interest rates and other variables.
To help pull together the following checklist, I enlisted the help of a few wealth managers:
Jason King, executive adviser, Viridian Advisory
Sally Huynh, private wealth adviser, Shadforth Financial Group
Tim Sullivan, partner and private wealth adviser, Integro Private Wealth
