OneEyedDiva
SF VIP
- Location
- New Jersey
As I've mentioned before, I micromanage my finances. I set up my portfolio in Yahoo Finances and can easily monitor my investments daily via the app if I choose. No brokerage information or account numbers are required, just the ticker symbols and number of shares for each investment. It's necessary to have a Yahoo account but not necessary to sign into it each time while using the app.
I also downloaded self tallying spreadsheets to monitor my dividend and capital gains, including how much they increase or decrease in value. And I've created spreadsheets on which I record the number of shares for each investment and their quarterly values. My investments are color coded across all forms so they are easily identified. Some people dread doing this kind of stuff but (perhaps strangely), it relaxes me, has become somewhat a hobby and I enjoy it.
I've seen articles that say one should monitor his/her portfolio at least once a year. How and when do you monitor yours?
I also downloaded self tallying spreadsheets to monitor my dividend and capital gains, including how much they increase or decrease in value. And I've created spreadsheets on which I record the number of shares for each investment and their quarterly values. My investments are color coded across all forms so they are easily identified. Some people dread doing this kind of stuff but (perhaps strangely), it relaxes me, has become somewhat a hobby and I enjoy it.
I've seen articles that say one should monitor his/her portfolio at least once a year. How and when do you monitor yours?
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