Review cadence
Risk & psychologyA fixed schedule for looking at a portfolio.
In plain terms
Read the written plan first, then the portfolio. The other order means the plan stops being a check.
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Glossary
Every term is defined twice: once the way a filing would put it, and once the way somebody would explain it to you across a table. The second one is usually the one that sticks.
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Observation frequency
Risk & psychologyAlso called: Checking frequency, Sampling interval
How often a price for something you hold is actually put in front of you, whether or not you asked for it.
In plain terms
Distinct from a review cadence, which is a schedule you chose. This is the interval the product settled — daily net asset values and push notifications on one side, a half-yearly statement in the post on the other.