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How to avoid getting fixated on market movements

Some investors like to play an active role in managing their investment portfolio. You might monitor fluctuations in your portfolio yourself, or in partnership with professional advisers.

Keeping track of market movements can be useful, but too much scrutiny can result in panic or knee-jerk reactions, many of which may not prove the most sensible investment moves over the long term.

If you find yourself getting a little too invested in your investments, here are a few tips to help step back.

Remember the longer term Unless you’re deeply embedded in day trading, it’s likely that your investments will have a horizon of a number of years, rather than a number of hours. Coronavirus headlines and geopolitics are causing movements to markets, which are often as short-lived as they are unexpected. You should always keep your investment horizon in mind before panic buying or selling.

Speak to an adviser If you’re really concerned about the performance of your portfolio, or certain categories within it, the best thing you can do is to reach out. A professional adviser can help put your concerns into context and provide sensible guidance on the next steps. It’s far better to reach out and ask the question than find yourself in a position of panic.

Take a technology break If it’s all getting too much, try to limit your exposure to the headlines. Put your phone down for a few hours or switch off notifications so that you decide if you’d like to consume investment news, rather than it appearing in front of your eyes.

Try to consolidate your apps or sources to only those that have proven to be most useful and trustworthy in your experience. Of course, it’s important to take a considered approach to your investment and striking a balance between optimising the opportunity at hand and staying measured is key.

If you’d like to talk about your portfolio, or even if you don’t know how to gets started, I’m always happy to provide advice or a free consultation.

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