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A portfolio review is a closer look at your current investments, asset allocation, diversification, and overall risk exposure. It helps you understand whether your portfolio still fits your financial goals, time horizon, and the market environment you are investing in today.  

A portfolio review is important because portfolios can drift over time as markets move and life circumstances change. What made sense a year ago may not be the best fit today. A review can help uncover unnecessary risk, weak diversification, or areas where your strategy may need to be updated.

Many investors benefit from a portfolio review at least once or twice a year. It can also be helpful after a major life event, a change in financial goals, or a period of market volatility when you want to make sure your strategy still aligns with your long-term plan. 

A portfolio review typically includes an evaluation of your asset allocation, investment mix, diversification, risk level, and how your current strategy supports your broader financial goals. The goal is to identify strengths, gaps, and possible adjustments that may be worth considering. 

Yes. A portfolio review can be especially helpful during market volatility because it gives you a chance to step back and assess whether your current strategy still makes sense. It can help you understand if your portfolio is taking on too much risk, not enough risk, or simply no longer reflects your long-term objectives.