How to Monitor Your Portfolio, Part One

Even in the most casual workplaces, managers review their associates annually. And for good reason: Employers should compensate employees for performing well in their assigned roles and address issues of underperformance.

Investment portfolios require regular reviews, too. You need to supervise your portfolio - just as a manager supervises employees - to make sure it stays on track.

This first part of the How to Monitor a Portfolio article series focuses on how to monitor and modify your fund holdings when necessary. The articles in this section cover monitoring procedures as well as how to review the:

  • performance of individual investments and your overall portfolio
  • characteristics of the portfolio
  • fundamentals of the portfolio's funds

In the second part of the How to Monitor a Portfolio article series, we'll focus exclusively on different ways to review the fundamentals of your portfolio's stocks.

Read Next: Determine Your Approach

Investors should consider the investment objectives, charges, expense, and unique risk profile of an Exchange Traded Fund (ETF) or mutual fund carefully before investing. A prospectus contains this and other information and should be read carefully before investing. A mutual fund prospectus is available through www.scottrade.com or through a Scottrade branch office. An ETF prospectus must be obtained from the issuer.