Quarterly Portfolio Review

Chapter 5's whole case for calm, time-efficient investing rests on checking in quarterly rather than constantly. This short review does exactly that: log your portfolio value, confirm your automated contributions actually went in, and glance at your asset mix to see whether it still reflects your intentions.

This quarter's review

Your Freedom Number target carries over from Chapter 1/6's calculator, if you've already worked one out — it's optional here, just used to show progress.

Review date

Total portfolio value

Your Freedom Number (optional)

From your Freedom Number Calculator — leave blank to skip progress tracking.

Automated contributions were made as planned

Pension, ISA, and any other regular investing left your account on schedule this quarter.

Checked that your asset mix still reflects your intentions

Not a call to react to short-term moves — just a glance to confirm nothing's drifted unintentionally.

Asset mix

Enter your current allocation and your target for each — a quick visual check for drift, not a trading signal.

Current % Target %

Current total: 0% · Target total: 0%

Notes (optional)

Portfolio value over time

Every saved review adds a point here — the trend that matters more than any single number.