Putting it All Together

The articles in this section discussed different criteria you should use to evaluate your funds and the different steps for addressing those criteria. Below is an easy-to-use checklist for keeping track of those steps when you're monitoring the funds in your portfolio.

  1. Determine your approach.
  2. Monitor the characteristics of your funds.
  3. Monitor the fundamentals of your funds.
  4. Monitor performance.

It may be helpful to print this checklist and keep a copy with you while you're researching.

Read Next: How to Monitor Your Portfolio, Part Two

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.