Introduction to How to Monitor Your Portfolio, Part 1

Even in the most casual workplaces, managers review their staffers annually. And for good reason: Employers compensate employees for performing well, and employees need to know how well their supervisors think they’re doing and whether they’re on track to meet their career goals. Their livelihoods depend on it.

Your investment portfolio requires regular reviews, too. You need to supervise it, just as your manager supervises you, to make sure it stays on track.

This course will cover monitoring procedures, as well as how to review:

• The performance of your individual investments and your overall portfolio
• The characteristics of your portfolio
• The fundamentals of your mutual funds