Active vs Passive Investor's frequency of Checking Balances

Hi,

So how much do you active and passive investors check your investment balances or net worth ON AVERAGE?
Poll is anonymous. Feel free to discuss.

For future reference, poll might be biased at the moment because of tariff market turmoil.

  • Passive check several times a day
  • Active check several times a day
  • Passive check several times a week
  • Active check several times a week
  • Passive check once a week or less
  • Active check once a week or less
0 voters

Passive checking several times per week when the market is moving (up or down). Does it change anything? Absolutely not :woman_shrugging: I pretend it’s to get used to the rollercoaster. Truth is, I’m already pretty relaxed about it, so why I do it, I don’t know.

Active High Frequency Trader, checking thousands of times every second.

:wink:

4 Likes

Option ‘Other’:
I just check when the Chronicles thread explodes as something must have been moving.

7 Likes

… which is on average?

Overall it looked like this back in 2023. :slight_smile:

1 Like

If you’re strict about checking balance in CHF then once a month or so, ticker movements however, easily 10-15 times per day.

1 Like

Several times a day then. I should have put investment performance to capture that.

one deep dive a day!

9 Likes

Ok, since others reply seriously, peer pressure mentally forces me, too:

Balance: roughly once a month (when converting USD to CHF to consume the latter).
Recently, I keep reloading Swissquote’s web interface to make sure the displayed FX rate isn’t some bad web page error … :wink:

Individual tickers: probably daily, but not necessariliy tickers in my portfolio, and mostly not actively tracking them, but coming across them in Twitter posts or news headlines.
Mostly just observing them, sitting on a privileged colosseum seat in the shade, sipping on white or red wine – depending on the hour of the day – poured from amphoras, watching the tickers fight like gladiators, wondering why fighters like the mighty Vox Fulguris (Verizon – the voice of lightning) keeps getting his butt kicked while the clearly … inferior Teslam (a charriot without a horse but a donkey instead) seems to keep pulling ahead … anyway, pure entertainment.

4 Likes

Averages at 1-2x/week.

Multiple times a day normally.

But the last days I am really trying to tone it down. I noticed it affects my mental health negatively and makes me want to change things around.

I try to keep it weekly or even less from now on. (Will try it monthly when I do my buys from salary)

I noticed that, if I don‘t look, I really don’t care if my portfolio is down multiple grand. But as soon as I look it is a negative influence.
Currently also portfolio values are tied to political bullshit, I don‘t want to hear as much about…

No point in looking when I follow my set strategy anyway. Looking just makes me recency biased and needlessly questioning said strategy.

4 Likes

Looking once a month, try to move to inde a quarter.

5 Likes

I look at it more or less everyday as I have dividends being paid out that need re-investing etc.

I think if you fully automate everything, where all income is re-invested, then you don’t need to look at it at all. I have investments in a fund where money is paid into it monthly as a standing order and it is an accumulating fund so I never look at that one except when I need to get the values for my tax return.

I eventually would like to switch my whole portfolio to a fully passive setup so that I don’t need to look at it.

I feel like a total outlier, I only really look at my current balance once a year when I do my taxes. And even then I can’t even tell you anymore what the outcome was, except up.
I do see the numbers when I invest, but I don’t spend time looking at details or even really knowing how much it was last time.
I don’t really look at markets, but I do follow the threads here and check once in a while a particular ticker when people get really excited.

The only time I really had a look is when I sold a good chunk of my portfolio for a real estate purchase.

7 Likes

ZEN stage

1 Like