Monitoring your investments is essential for ensuring your portfolio stays aligned with your goals, risk tolerance, and market conditions. Here’s how to effectively review your portfolio:
1. Set Regular Review Periods:

Frequency: You don’t need to monitor daily, but a review every 6 to 12 months is ideal. This allows you to assess performance without reacting emotionally to short-term market fluctuations.
Key Times to Review:

Annually, when financial goals or personal circumstances change (e.g., nearing retirement, a large financial commitment).
During major market events, although avoid overreacting to volatility unless there are long-term...