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% |
 |
|
How Often do you Check your Investments?
03-23-2008, 09:34 AM
|
#1
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 16,335
|
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.
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 40% equity funds / 35% bond funds / 25% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
|
|
|
 |
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
|
03-23-2008, 09:38 AM
|
#2
|
Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 44,401
|
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.
|
|
|
03-23-2008, 09:41 AM
|
#3
|
Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,396
|
update spreadsheet daily (one click to run the macro).
__________________
May we live in peace and harmony and be free from all human sufferings.
|
|
|
03-23-2008, 09:41 AM
|
#4
|
Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 28,104
|
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.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
|
|
|
03-23-2008, 10:00 AM
|
#5
|
Thinks s/he gets paid by the post
Join Date: Apr 2007
Posts: 1,304
|
I voted daily, but it more like 4-5x a week or so. It's a ritual for me.
__________________
Life is GREAT!
|
|
|
03-23-2008, 10:05 AM
|
#6
|
Recycles dryer sheets
Join Date: Sep 2006
Posts: 372
|
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.
|
|
|
03-23-2008, 10:14 AM
|
#7
|
Moderator
Join Date: Dec 2007
Location: Eastern WV Panhandle
Posts: 21,869
|
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.
__________________
I heard the call to do nothing. So I answered it.
|
|
|
03-23-2008, 10:47 AM
|
#8
|
Recycles dryer sheets
Join Date: Sep 2006
Location: Fort Collins
Posts: 194
|
I run Quicken "Quotes" every evening.
|
|
|
03-23-2008, 11:13 AM
|
#9
|
Recycles dryer sheets
Join Date: Aug 2005
Posts: 328
|
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.
|
|
|
03-23-2008, 11:22 AM
|
#10
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2007
Posts: 10,379
|
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.
|
|
|
03-23-2008, 11:37 AM
|
#11
|
Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 2,147
|
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
__________________
Only got A dimple, would have preferred 2!
|
|
|
03-23-2008, 12:24 PM
|
#12
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 16,335
|
Quote:
Originally Posted by Gotadimple
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...
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 40% equity funds / 35% bond funds / 25% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
|
|
|
03-23-2008, 12:36 PM
|
#13
|
Recycles dryer sheets
Join Date: Mar 2007
Location: Tampa/St Petersburg, FLA
Posts: 314
|
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.
|
|
|
03-23-2008, 01:15 PM
|
#14
|
Thinks s/he gets paid by the post
Join Date: Oct 2006
Location: North-Central Illinois
Posts: 3,217
|
Quote:
Originally Posted by RunningBum
I check Yahoo daily, to see how my individual stocks are doing and the market in general........
|
Quote:
Originally Posted by Midpack
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!
|
|
|
03-23-2008, 02:12 PM
|
#15
|
Full time employment: Posting here.
Join Date: Feb 2004
Location: Okanagan Valley
Posts: 808
|
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.
|
|
|
03-23-2008, 02:29 PM
|
#16
|
Recycles dryer sheets
Join Date: Feb 2008
Posts: 147
|
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.
|
|
|
03-23-2008, 02:38 PM
|
#17
|
Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 28,104
|
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.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
|
|
|
03-23-2008, 02:45 PM
|
#18
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2004
Location: South Texas~29N/98W Just West of Woman Hollering Creek
Posts: 6,412
|
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.
__________________
Part-Owner of Texas
Outside of a dog, a book is man's best friend. Inside of a dog, it's too dark to read. Groucho Marx
In dire need of: faster horses, younger woman, older whiskey, more money.
|
|
|
03-23-2008, 03:20 PM
|
#19
|
Thinks s/he gets paid by the post
Join Date: Feb 2005
Posts: 2,032
|
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.
|
|
|
03-23-2008, 03:24 PM
|
#20
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 16,335
|
Quote:
Originally Posted by saluki9
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...
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 40% equity funds / 35% bond funds / 25% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
|
|
|
 |
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
Thread Tools |
Search this Thread |
|
|
Display Modes |
Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|