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Shrinking investment portfolio

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I have investment portfolio with Santander. It’s been increasing nicely over the last 8-9 yrs or so. Current events ive noticed it shrinking so far by around £200-300 over a two-3 week period. My question is do I move the funds & get it all out ? How low can I allow my funds to shrink before taking action!
Any advice please tia.

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  • dunstonh
    dunstonh Posts: 119,640 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Current events ive noticed it shrinking so far by around £200-300 over a two-3 week period. 

    You shouldn't be.  The drop was between 24 Feb and 19th March.  Since then its been going up again (in a usual zig zag fashion)

    . My question is do I move the funds & get it all out ?

    Move it where? and why?

    Why would you get it all out?

     How low can I allow my funds to shrink before taking action!

    The thing we really need to know is why your fund is going down over the last 2-3 weeks when you should have seen them go up.

    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • Albermarle
    Albermarle Posts: 27,801 Forumite
    10,000 Posts Seventh Anniversary Name Dropper
    I have investment portfolio with Santander. It’s been increasing nicely over the last 8-9 yrs or so

    So why are you worrying now that is has gone down due to the COVID 19 crisis, it would be very surprising if it hadn't gone down considering the situation. It's probably only back where it was a year or 18 months ago.

    Remember ' Investments can go down as well as up '  If you read the hundreds of other threads on the forum basically asking the same question, the answer is always - sit tight or if you feel a bit brave invest even more

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