Is your portfolio aligned with your real goals—or just your past decisions?

You may not realize it, but your portfolio could be working for a version of you that doesn’t exist anymore.

Maybe you set it up when you were fresh out of college. Or in the early days of your career. Or before kids, home ownership, or a looming retirement. Life changed. But your investments? They might not have.

The result? Hidden risks, outdated allocations, and missed opportunities.

Let’s walk through how this happens—and how you can fix it fast with a few clicks using Truthifi.

Your investments reflect the past—unless you tell them otherwise

It’s easy to assume that if your portfolio is performing okay, it’s fine. But most portfolios are out of sync because investors rarely update them to match who they are today. This misalignment is called portfolio drift—and it’s more common than you think.

You might still be:

• Overweight in growth funds long after you needed stability

• Under-diversified due to passive holdings with hidden overlap

• Holding onto high-fee investments that no longer justify their cost

And it’s not just performance at stake—it’s your retirement readiness, your financial confidence, and your ability to weather the next market storm.

Here’s how Truthifi helps you get back in control

That’s where Truthifi comes in—an investment tracker built to keep your portfolio aligned with your real goals, not your outdated assumptions.

Using tools like Score and Map, Truthifi delivers:

• A full portfolio diagnostic with 80+ risk and allocation checks

• Sector and holding-level clarity so you can see where you’re overexposed

• Fee transparency, alerting you to hidden investment fees and advisor fees

• Visuals that help you track investments in real time—no spreadsheets, no guessing

Think of it as your financial GPS—showing where you are, where you're headed, and whether your vehicle (your portfolio) still fits.

Still working with an advisor? Even better.

Truthifi doesn’t replace your financial advisor—it empowers you to ask smarter questions and make more confident decisions.

You can use Truthifi to:

• Validate your advisor’s recommendations

• Catch hidden portfolio risk, overlap, or cost issues

• Even help you find a new financial advisor if you're unsure your current one is still the best advisor for you

If you're reviewing platforms alongside the best stock broker, NerdWallet’s list highlights top picks and helps you compare tools and fees. Truthifi gives you the clarity and financial transparency you need to move forward with trust.

You don’t need to overhaul your entire portfolio—you just need a wake-up call

Realigning doesn’t mean starting over. It means:

• Replacing high-cost funds with best value ETFs to invest in

• Reviewing outdated holdings once considered the best mutual funds

• Catching silent drag from poor index fund performance or confusing mutual fund pricing

Truthifi helps you adjust your strategy quickly, accurately, and confidently—no spreadsheets, no hidden agendas. Just clean, empowering data.

You’ve changed. Your portfolio should too.

At the end of the day, this isn’t about beating the market—it’s about reconnecting your money to your mission.

If you're serious about learning how to protect investments, Truthifi offers the best investment monitoring tools and decision support available.

Great portfolio websites tell you what you have.
Truthifi tells you what it means.

Ready to realign with the future you actually want?

Start your free portfolio alignment check →

Read next from the Truthifi Blog

• Stress-test your portfolio: a no-panic guide to planning for the unexpected

• How to track your investments like a pro (without losing your mind)

• Is your financial setup working? Here’s how to know for sure

• Think you’re diversified? These hidden portfolio risks might prove otherwise

• The hidden reasons investors lose money—and the fix that works