What to Watch in Your Portfolio
Portfolio monitoring is often misperceived as simply watching price changes. Though wealth is created by the combination of rising prices and dividend (or interest) payments, being concerned only with performance can be detrimental to your wealth.
The goal of portfolio monitoring is to determine whether something positive or adverse has occurred to your investments. Specifically, you need to look out for news or developments that could alter the long-term attractiveness of your stocks, bonds and funds. Companies, industries and funds evolve over time, and so will your portfolio.
Here are suggestions on what to pay attention to.
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