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The Independent UK
The Independent UK
Business
CHRISTINA BENZ

INSANE: Six simple portfolio checks that could save you from costly mistakes - The Real Truth

X FDIC
A portfolio that tilts mostly or entirely toward stocks is fine for younger investors. But a too stock-heavy portfolio is a risk factor for investors nearing or in drawdown mode - (Getty Images/iStockphoto)

A portfolio management policy of benign neglect beats a too-active one any day. Nonetheless, it’s a good idea to check up on your portfolio periodically. Here are key items to keep on your dashboard.

Step 1: Conduct a wellness check.

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