Get Your Investment Portfolio in Shape for the New Year

Could bad financial habits be costing you money? Here are six simple steps to help get your investment portfolio on track

Holly Black 28 December, 2018 | 12:31PM

To Do List

If you’re still deciding what your New Year’s resolution will be for 2019, how about vowing to get your investment portfolio back on track? Research by Boring Money reveals that investors could be missing out on gains of up to 11.3% a year by falling into bad financial habits. 

Claire Walsh, personal finance director at Schroders, says: "Many people go on diets or exercise regimes in January and typically people start with lots of enthusiasm but then they quickly give up. Shaping up your finances is a similar challenge - it is about making this a habit and continuing throughout the year.”

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Holly Black  is Senior Editor, Morningstar.co.uk

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