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Portfolios 301: How to Monitor Your Portfolio, Part 1

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1.
What can happen if you ignore changes that occur in your portfolio?
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Both of the above. Ignore changes in your portfolio and you may end up with a portfolio that's very different from the one you originally put together.
2.
When monitoring your investment portfolio, you would be wise to _______.
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Develop a set of monitoring procedures. Approach your portfolio scientifically with a set of procedures, goals, and criteria.
3.
The best way to put an investment's performance into context is to compare its returns to those of _______.
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An appropriate benchmark. Compare the returns of your investments to the benchmark you chose.
4.
The Internet can send you alerts to tell you when there are big changes in your investment holdings.
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True. Some financial Websites will send you such alerts if you sign up for them.
5.
If a mutual fund no longer meets one of your investment criteria, should you sell it?
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Maybe, maybe not. It becomes a more important issue once it no longer meets most of your criteria.