How often will Scripbox suggest reviewing my mutual fund portfolio health?

Modified on Tue, 27 Jun, 2023 at 3:29 PM

We recommend reviewing your entire portfolio on a quarterly basis. This regular monitoring helps maintain stability in your portfolio and prevents large exits. It's important to note that reviewing it more frequently than once every quarter can increase anxiety without necessarily improving outcomes. By adhering to a quarterly review schedule, you can avoid unnecessary churn in your investments.

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