Special Report on
Monitoring Your Investment Portfolio
Monitoring Your Investment Portfolio - Trends
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In Lesson 8, I discussed the factors that you should consider when deciding how much of your investing money to allocate to each of the ETF investments we have selected throughout this course . I then assembled a sample portfolio based on these factors that is shown again in this lesson. Note that this lesson and all others in this course use the methods detailed in my book The Perfect Portfolio (Wiley, 2009). The purpose of this lesson is to discuss how to monitor the portfolio we have built during this course. The portfolio that we have designed and constructed in the previous eight lessons is not a "buy-and-hold" ...
So you have gotten with a professional investment counselor. They have given you advice on how to go about putting together your investment portfolio to best suit your needs. Now that you have laid out the money, how do you know what your stocks, bonds and other products are doing? Investing is not a passive, one-time thing. After you go through the process of choosing where and how much to invest, that is only the beginning. Now the process of helping to manage that portfolio begins. Remember when you were talking to your investment counselor? They probably asked you questions about your ... Read More
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