Today, many investors have online access to their portfolios and can obtain all sorts of information about them. In reality much of what they see is simply market noise. The danger is that they get distracted by it and risk missing the wood (the benefit of a robust long-term investment strategy) for the trees (market noise). This note summarises the ‘do’s and don’ts’ when looking at your portfolio valuation.
This article does not constitute financial advice. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult your financial planner to take into account your particular investment objectives, financial situation and individual needs. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections.