Weekly portfolio review: risk check
This checklist is for education only and not investment advice.
1) Weight drift
- Compare current weights vs your plan.
- Note any extreme concentration.
2) Loss threshold check
- Compare current drawdown to your limit.
- Review exit options before adding more risk.
3) Cash buffer
- Confirm emergency cash is intact.
- Mixing living costs with investments increases risk.
4) Information diet
- Check for overconsumption of news.
- Remove low-quality sources.
5) Next week events
- Note major events only (rates, earnings, policy).
- Use it for risk planning, not prediction.
Summary
- Weekly review is for stability.
- Avoid rushed changes.