New year, new investments – time to rebalance your portfolio

Don’t let your holdings become unbalanced – set clear guidelines and a definite date for an annual review of your investment portfolio

(Image credit: AFP via Getty Images)

The start of the year always seems to be the sensible time to tidy up my portfolio. From speaking to other investors, I don’t seem to be alone in this – many of us think it’s good to do a spring-clean. Maybe that’s down to the atmosphere, or perhaps writing a cheque to the taxman helps focus our minds on money. But whenever you choose to do rebalance your portfolio, pencilling in a definite date once a year for a thorough review is an easy way to be a more organised investor.

Three steps to rebalance your portfolio

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Cris Sholto Heaton

Cris Sholto Heaton is an investment analyst and writer who has been contributing to MoneyWeek since 2006 and was managing editor of the magazine between 2016 and 2018. He is especially interested in international investing, believing many investors still focus too much on their home markets and that it pays to take advantage of all the opportunities the world offers. He often writes about Asian equities, international income and global asset allocation.

Cris began his career in financial services consultancy at PwC and Lane Clark & Peacock, before an abrupt change of direction into oil, gas and energy at Petroleum Economist and Platts and subsequently into investment research and writing. In addition to his articles for MoneyWeek, he also works with a number of asset managers, consultancies and financial information providers.

He holds the Chartered Financial Analyst designation and the Investment Management Certificate, as well as degrees in finance and mathematics. He has also studied acting, film-making and photography, and strongly suspects that an awareness of what makes a compelling story is just as important for understanding markets as any amount of qualifications.