7 Steps to Tidy up Your Investment Portfolio

After some serious market volatility, it's worth checking to see if you need to make any adjustments to your portfolio, says Morningstar's Christine Benz

Christine Benz 13 July, 2020 | 10:53AM

Rebalancing

If you didn't any make any panicked trades in the midst of the first-quarter stock market downdraft, give yourself a pat on the back.

Amid the pandemic and related economic worries, stocks experienced some gut-wrenching drops in February and March 2020, testing the fortitude of even the most battle-scarred investing veterans. Stocks went on to enjoy a dramatic recovery in the second quarter, with many nearly erasing their first-quarter losses and rewarding those investors who sat tight through the scary days.

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About Author

Christine Benz

Christine Benz  is director of personal finance at Morningstar and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances.

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