What to Watch in Your Portfolio

by Charles Rotblut, CFA

What To Watch In Your Portfolio Splash image

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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Charles Rotblut, CFA is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.


Dave from Washington posted over 2 years ago:

Good article.

Another aspect that has to do with a fund's size is it's cash position. If a fund's cash position dwindles below the norm then this could be a sign of a lot of recent redemptions, which could easily signal the necessity for more research. Such as in an "un-named" Fairholme fund recently.

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