I have been investing in mutual funds for over 4 years now. I would like to make some changes to my portfolio. How do i review the same?
It’s generally recommended that investors should review their mutual fund portfolio at least once a year. However, the frequency of review can depend on several factors, such as the investment goals, risk tolerance, and market conditions.
If an investor has a long-term investment horizon and a low-risk tolerance, then reviewing their portfolio once a year may be sufficient. However, if an investor has a short-term investment horizon and a high-risk tolerance, then they may need to review their portfolio more frequently.