What are your investing tasks?

[Beardog]

I an indexer. I check my VG account weekly, mostly because we have been through identity theft in the past, and tend to be hyper-vigilant now. As the years have passed, I have become less rigid about rebalancing, but still make sure that things look close to my asset allocations every year or two.

 

[Senator]

• Contribute the max to the 401K. 40% large cap, 40% mid cap, 15% international, 5% company stock.
• Contribute the max to my HSA. 75% S&P, 25% International.
• Buy 50 shares of IVV every month.
• Reinvest all dividends.
• Manage my rentals...

That is what life will be after FIRE too.

 

[target2019]

Pretty much have the same routine when working and contributing, and now in transition (with fewer contributions). This takes about an hour each month.
- Have all accounts monitored through Vanguard
- At end of each month download the summary page
- Transfer the totals for each space (Roth, 401k, etc) to a monthly summary sheet (goes back 20+ years)
- Run a macro to update the investments AA sheet
- View the graphs, charts, calculations for purpose of deciding how much AA has drifted
- Determine if new contributions can re-balance, and make a decision on that

For in-laws I download more detailed information on a quarterly basis, and summarize that in tables and charts. Takes a few hours every quarter.

I do other investing tasks which might take a few hours each week. I usually read a daily summary of world markets. When I have money to deploy for in-laws, I'll perform evaluation of companies in anticipation of purchasing shares in the near-term.

 

[fishndad42]

Every day I read some posts in the Early-Retirement.org forum...

 

[Sycamore]

Here's what I consider to be my important investing tasks:

- Review prior year spending and saving results each January. Focus on how I'm doing relative to my yearly savings goal. Look for some expense fat to cut, just like I have to do in my job.

- Review my asset allocation plan each January and re-balance to target allocation. I'm primarily an indexer, so I'm not focused on chasing fund performance.

- Track monthly savings and investment performance throughout the year.

- Analyze my numbers. The numbers are my savings goal for retirement, and a projected retirement withdrawal rate.