Not Reviewing Investments Regularly
Review your portfolio quarterly or annually to make sure you’re staying on track or if your portfolio is in need of rebalancing.
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Top 20 Investing mistakes to watch out for.
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Similar ideas to Not Reviewing Investments Regularly
Checks and Follow-ups
OKR systems tell you if what you are doing is on the right track. You would need to check-in and review yourself weekly, monthly, quarterly and annual basis, checking your purpose and well as progress.
Create Your Living Document & Review
It is important for you to review your life plan weekly, monthly, and quarterly.
Weekly and monthly reviews are to keep you on track toward your dreams and desired life. Quarterly reviews are to update your life plan as you accomplish things or find struggles along the way...
Reflect regularly
Make time for a weekly review to consider whether your planning process is working or could be tweaked. Consider these questions:
- Are my days calm and intentional or stressful and irregular?
- Did I complete all my daily planning sessions or skip some?
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