What will happen if I don't take actions on my portfolio recommendations?

Modified on Tue, 27 Jun, 2023 at 6:33 PM

If you don’t act on your recommendations, you may potentially have underperforming or at-risk funds in your portfolio. This may hamper portfolio growth and potentially deplete your capital. Some of the risks that Portfolio Health analyses your portfolio on include concentration risk, credit risk, interest rate risk, market risk, and more. Hence, it is advisable to consistently review your portfolio every quarter and act on your recommendations.

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