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4 reasons your investment portfolio may need a checkup

All investment portfolios require periodic maintenance—especially in volatile times. Is yours due for a checkup? Here are some steps to consider.

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Realign portfolio drift.

Market volatility may mean that the mix of stocks, bonds, and other assets you own is no longer aligned with your investment goals. Consider resetting your asset allocation to match your plan.

Use volatility to your advantage.

Rebalance your portfolio to your planned allocation by selling outperforming investments and buying underperforming ones that potentially offer better opportunities.

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Avoid emotion-based decisions.

When the market headlines are telling you to sell, it can be tempting to make rash decisions. Regular portfolio maintenance and periodic rebalancing may help you avoid potentially costly mistakes.

Adjust for changes in your life.

When life events impact how you want to invest, be sure to check your investment goals, timeline, and risk tolerance.

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An automated investing solution, such as Wells Fargo Advisors Intuitive Investor, can simplify your regular portfolio maintenance by doing it for you. Plus you’ll have access to a financial advisor when you most need it.

Learn more

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This information is provided for educational and illustrative purposes only.

Diversification and dollar cost averaging are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss in a declining market.

The Wells Fargo Advisors Intuitive Investor® account is an investment account offered through Wells Fargo Clearing Services, LLC. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. ©2019 Wells Fargo Clearing Services, LLC. All right reserved.

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