Ken Fisher Explains How and When to Do an Investment Portfolio Review

Ken Fisher, Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer, shares his perspective for investors on how and when to conduct a portfolio review. As a general practice, Ken recommends reviewing your portfolio once a year (not daily) by reflecting on your long-term goals, what is important to you and what you need your portfolio to do to achieve your objectives. Ken also says it may be advantageous to avoid the end of the year to conduct a portfolio review because many investors harvest losses during this time to help minimize the following year’s tax effects.

Ken suggests creating your own fiscal year end—perhaps in the middle of the calendar year—so other investors’ reviews are less likely to coincide with your own. Reviewing your portfolio and taking tax losses in December—when everyone else is doing the same—can create additional selling pressure since most investors are likely targeting similar securities.

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Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

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