Your mid-year portfolio check-up in five easy steps

clock

Morningstar's Christine Benz & Holly Cook outline a disciplined process to help you tune out the scary news flow.

It may come as something of a surprise to discover that we're already halfway through 2011. Not a lot has changed in the first six months of the year: interest rates remain at historic lows with little sign of an imminent hike; Greece and eurozone sovereign debt continue to dominate the headlines; the range-bound FTSE tests 6,000 every now and then but fails to hold on. But despite the malaise in the stock market, your portfolio may well have undergone several shifts in this time period, which is why now is a good time to conduct a mid-year portfolio review. A bi-annual check-up might...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Consultancy launches to provide IFAs with 'robust' investment processes

Consultancy launches to provide IFAs with 'robust' investment processes

Sheridan Admans launches Infundly

Isabel Baxter
clock 06 November 2025 • 1 min read
Inflation protection not front of mind for financial advisers

Inflation protection not front of mind for financial advisers

Titan Square Mile report suggests

Jen Frost
clock 04 November 2025 • 3 min read
Trick or treat? The UK and global economy face their Halloween ghosts

Trick or treat? The UK and global economy face their Halloween ghosts

‘Wealth managers and market professionals are tiptoeing past economic graveyards’

Stephen Jones
clock 31 October 2025 • 4 min read