Dalal Street Investment Journal - July 09, 2019

74 DALAL STREET INVESTMENT JOURNAL I JULY 8 - 21, 2019 DSIJ. in^

Special Report

MF page - 08

F

or most of us, making a mutual fund portfolio is the

ultimate goal in our financial plan. We do lot of

research and deliberation before making a portfolio,

however, once prepared, we believe our process of

financial plan is complete. Nonetheless, making

your portfolio is only the starting point and more arduous job

of creating wealth and reaching your goals remains a long

journey. Going for a financial plan is more like going for a

vacation on your vehicle and hence you should keep a close eye

on your dashboard that will help you to reach your destination

safely.

Be it your vehicle or your health, everything needs a regular

check-up and that is also true for your mutual fund

investments. Even if nothing has changed materially about

your investments, you still need a check-up at equal intervals.

There are two important factors around which you need to

review your portfolio. First is the frequency, and second is the

factors that need to be reviewed during the regular check-up of

your portfolio. You should always set aside some time for

regular reviews of your portfolio. A quarterly review is

recommended for most investors, followed by a thorough

examination once in a year.

How to Review Your MF

Building a mutual fund portfolio is the starting point of a long journey towards achieving your financial

well-being. DSIJ explains in detail the importance of reviewing your portfolio and more importantly the

specifics you should keep in mind while reviewing your portfolio.