May 10

Improve your investments – a portfolio checklist

Improve your investments – a portfolio checklist

As global financial markets continue to respond to a confluence of forces driving structural macro shifts and continued volatility, many investors are questioning whether their portfolios are still fit for purpose. If you feel your portfolio has not performed as well as it could have, is it a result of bad luck or bad advice?

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This article has been prepared by Harper Bernays Ltd AFSL No. 230635 for information purposes only; is not a recommendation or endorsement to acquire any interest in a financial product and, does not otherwise constitute advice. By its nature, it does not take your personal objectives, financial situation or needs into account. While we use all reasonable attempts to ensure its accuracy and completeness, to the extent permitted by law, we make no warranty regarding this information.