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Portfolio management
How often should I review my investments?
Guidance on review frequency that balances staying informed with avoiding over-trading.
Published 12 August 2026 3 min read
The short answer
A regular review every 6–12 months is common for long-term investors, with ad hoc reviews after major life events or market changes. Frequent daily checks often increase stress and risk of impulsive trading.
What to review
Check that your asset allocation still matches your goals, review fund performance against expectations, and check that holdings remain Shariah-compliant if that is important to you.
When to react
React to material goal changes, significant breaches of your investment rules, or sustained changes in a company’s compliance status rather than small short-term market movements.
What this means in practice
- 1Set a calendar reminder for a 6–12 month portfolio review.
- 2Document your review checklist: allocation, costs, compliance and goals.
- 3Adjust only when necessary and follow a pre-defined process to avoid emotional decisions.