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What is Your Method of Tracking Your Portfolio(s)?
Old 10-23-2008, 12:49 AM   #1
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Join Date: Nov 2007
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I've always been one of these who choose the funds, put in the money, and just let the market do its thing. I know I'm supposed to review once a year at least, but I don't really. Sometimes I don't even look at my statements, but most of the time, I will at least look at the balance and the variance from the previous month. I just turned 42. Things are a little different compared to when I was 22 and first started saving for my retirement!

Can you share your method of what you do? How often? Other great ideas? My method now is to call the fund companies' reps and take their recommendations.

On top of that, is there a specific website you go to, to track your investments or to look up prices that would save previous info?

Last edited by CuppaJoe; 10-23-2008 at 07:57 PM. Reason: Font
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