Quarterly Review

I found your cover story ‘The Art of Portfolio Management’ very insightful. It has really helped me to understand how to go about reviewing my investment portfolio. However, I would like to know about things that should I look at in a quarterly review.

-Ranjit Pillai

Editor Responds : Thank you for appreciating our cover story. Reviewing your portfolio at an equal interval helps you to keep track of what is happening with your portfolio so that you can take corrective action if required. During your quarterly review, you need to check the performance of your portfolio, changes in fundamentals of the funds invested and, most importantly, your portfolio allocation.