Back in 2019 I carried out a piece of research to help shed light on the conundrum of how often you should make changes to your portfolio. Should you make changes every month, every 3 months, every 6 months or even once a year for the optimum portfolio performance?
You can read the full research piece here as well as its findings - "The lazy 80-20 Investor – how often should you change funds?"
To tackle the question I created a monthly, a three-monthly, a six-monthly and an annual portfolio. The names reflect the frequency with which I changed funds within them to reflect those held within the BOTB at a given moment in time. The research found that...
- the more frequently you reviewed/changed your portfolio the more it boosted returns
- however, there was clearly a law of diminishing returns in doing so.
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