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Portfolio Management: A Market-Class guide to Investment Management by John Bonner, Marcus Rees

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Chapter 13. Monitor and Rebalance

OBJECTIVES

1. Think about what you will monitor to ensure effective management of your portfolio.

2. Learn to monitor your portfolio and make adjustments to suit your management style.

3. Understand the needs of and methods for rebalancing your portfolio.

MONITOR PORTFOLIO

Definition: Portfolio monitoring involves three major elements: market movements, new information and potential game changers. While there are other factors, we will only cover these fundamental ones here.

Importance: It is important to be aware of the various factors that can affect your portfolio’s performance. Analysing changes to the performance of assets – as well as economic, regulatory and industry environments – is key to ensuring ...

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