Investing isn’t all about foreseeing the future but about understanding the present and learning from the past. In order to oversee your portfolio and wealth, you could consider some key questions designed to help you keep track of your long term investment goals. For instance, is the amount of risk in your investment still appropriate? Are a number of investments ‘adventurous’ or could you consider an investment that is a little more ‘adventurous’? Do you monitor your portfolio? By checking your portfolio on an annual basis you can identify if your goals, investments, sector and country weightings are still on track. Seeking professional financial advice could help you to answer some of these questions and could help your investments become more successful.
