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View Poll Results: How often do you check your investments for any reason?
Only when my financial advisors tells me to. 0 0%
Daily 95 60.90%
Weekly 29 18.59%
Monthly 17 10.90%
Quarterly 11 7.05%
Annually 3 1.92%
Huh? 1 0.64%
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How Often do you Check your Investments?
Old 03-23-2008, 10:34 AM   #1
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How Often do you Check your Investments?

On average, how often do you check your investments for any reason (whether tracking performance/returns, rebalancing, entering new data, or whatever?

Maybe this has been done before, but I thought it might be interesting. If it is, I may try it at diehards too...enjoy.
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Old 03-23-2008, 10:38 AM   #2
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Daily.

Even though I am invested for the long term, I feel like a newbie compared with many here! I check my investments daily to reassure myself that all is not lost (when the market is down), and to pat myself on the back (when the market is up). So far, so good.
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Old 03-23-2008, 10:41 AM   #3
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update spreadsheet daily (one click to run the macro).
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Old 03-23-2008, 10:41 AM   #4
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Just like old man Scrooge I count my pennies every day and either gloat or complain, or both, but really it is to assure myself the money is still there.
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Old 03-23-2008, 11:00 AM   #5
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I voted daily, but it more like 4-5x a week or so. It's a ritual for me.
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Old 03-23-2008, 11:05 AM   #6
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Daily - it's an addiction and the fix is easy with Money. I enjoy seeing the swings up and down - large swings only reinforce in my mind that I am building up a decent savings. Easy for me since I have a while to go yet.
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Old 03-23-2008, 11:14 AM   #7
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I voted quarterly but it's more like every other month. They're there another ten years or so (absent some dire, costly emergency) and when it's down I don't want to know.
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Old 03-23-2008, 11:47 AM   #8
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I run Quicken "Quotes" every evening.
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Old 03-23-2008, 12:13 PM   #9
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I checked daily for 2 years to see what the fluctuations were like. Then I cut back to weekly for a couple years, but now it's about monthly.

Damn -- looks like the Tibet part of our trip to China is off.
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Old 03-23-2008, 12:22 PM   #10
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I check Yahoo daily, to see how my individual stocks are doing and the market in general.

I probably check mutual fund balances and performance at Vangard about once a week.

I update all the numbers and look at monthly and annual return, balances, total net, etc, once a month.
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Old 03-23-2008, 12:37 PM   #11
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I check weekly. Did daily for awhile, but found it meaningless. Just added to worry, or created irrational exhurberance.

Weekly tells me how I'm doing.

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Old 03-23-2008, 01:24 PM   #12
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Quote:
Originally Posted by Gotadimple View Post
I check weekly. Did daily for awhile, but found it meaningless. Just added to worry, or created irrational exhurberance.

Weekly tells me how I'm doing.

--Rita
That's what I think too. I used to watch CNBC all the time and check my holdings daily, finally realized that it was just getting me mildly worked up (both sides) over nothing. I never watch CNBC anymore, they make news where there is none most of the time. I average monthly, although I may check several times a month and then go more than a month at times. I update all my spreadsheets quarterly unless I'm making a move, but that's typically only 1-3 times/year. I'm pretty much a buy-n-hold and rebalancing type these days. Interesting results on this poll so far IMO...
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Old 03-23-2008, 01:36 PM   #13
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Have portfolio on my.yahoo.com page. Its nice to see the balance make gains. But I realize its all on paper - and as a long term investor, it doesn't really bother me too much to see the portfolio drop sometimes 10k/day.
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Old 03-23-2008, 02:15 PM   #14
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Quote:
Originally Posted by RunningBum View Post
I check Yahoo daily, to see how my individual stocks are doing and the market in general........
Quote:
Originally Posted by Midpack View Post
I average monthly, although I may check several times a month and then go more than a month at times.
When I get online each day to read the local newspaper, I pop over to Yahoo just to see how the market is doing or has done.....mostly just for sh*ts & giggles. I'm in this thing for the long haul, so daily fluctuations don't rattle me much. Although when it really drops, I go look for loose change under the all the cushions in the living room, hoping to find enough to be able to buy up some of the market's "Blue Light Specials".....but I normally end up coming back to the computer and playing another hand of solitaire instead.

I usually just check on my investments about once a month....give or take a little. Being ER'd, I just don't have time to do it much more often than that!
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Old 03-23-2008, 03:12 PM   #15
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I said weekly via "Update" on Quicken, but sometimes I will do it more often if I have to go into Quicken anyway to enter some data.
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Old 03-23-2008, 03:29 PM   #16
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Like others, used to be daily but that was adding stress without providing much useful information. I switched to weekly a few months ago, after doing daily for years, and it's much better for me. Filters out some of the "noise" of daily ups/downs. I do a complete net worth/asset allocation check-up monthly.
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Old 03-23-2008, 03:38 PM   #17
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although I look daily (I have everything entered in Vanguard), I only update my spreadsheets quarterly and use the VG portfolio analysis tool to review my AA quarterly.
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Old 03-23-2008, 03:45 PM   #18
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I checked quarterly in the poll, but I doubt that it is that often. I chose the one closest to the truth. I have no current need for the funds that are currently invested. I am in for the long haul. Checking them more regularly may cause me to make a stupid mistake due to my own hubris. I get statements for Vanguard in the mail occasionally (quarterly?) and I glance at them prior to filing them in a binder.

I rebalance the accounts annually in December. At that time I look at them very carefully.
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Old 03-23-2008, 04:20 PM   #19
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Well, it depends on what you mean by "check"

If you mean research, read prospectuses, etc that would be all the time.

If you mean look at the values, that would be almost never. believe that encourages emotions which have no place in my investment strategy.
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Old 03-23-2008, 04:24 PM   #20
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Quote:
Originally Posted by saluki9 View Post
Well, it depends on what you mean by "check"

If you mean research, read prospectuses, etc that would be all the time.

If you mean look at the values, that would be almost never. believe that encourages emotions which have no place in my investment strategy.
Guess I should have defined more clearly...

Read prospectuses? I'll confess that I've never read more than 10% of one, and usually less. If I read one through, I am sure I'd pass out...
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