Investing term
What is Review cadence?
How often you sit down and look at the portfolio with intent — typically annual or semi-annual, deliberately not more.
Review cadence is how often you deliberately sit down to examine your portfolio — typically annually or semi-annually, and pointedly not daily. Checking too often invites tinkering and emotional reactions to noise; a set, infrequent cadence keeps you focused on the long arc and your plan. The discipline is partly about when to look and partly about when not to.
For example
An annual review each January — rebalance, check the plan, then close the app — is a healthy cadence that resists the urge to fiddle constantly.
Review cadence is taught hands-on in Stage 20 — The Investor's Playbook.
See the lesson →