I wonder how often you check your portfolio, your portfolio tracker (parqet, portfolio performance etc.), update your spread sheet or just look at stock prices?
multiple times a day?
once a day?
once a week?
once a month?
once a year?
Me personally I tend to look too often, when markets go up (for ex. this year), but have no problem not checking when markets go down.
I know it’s not really a problem, as long as you don’t take any unwanted actions. But I’d still prefer to only check once a month and focus on different things in life.
To those that rarely check: How do you do it? Any advice?
I check VT in CHF many times per day and also SPX futures when US markets are closed. Too often, I know.
I calculate my portfolio after there were new investments or my benchmark had hit something that looks like new local high or low. So last 2 weeks it was like 4-5 times.
I only calculate end of day prices and NAVs, there are no intraday prices for funds anyway.
Multiple times a day but mostly for interest in financial markets.
Though, I track progression only once a year, when I do net worth calculation. Actually I don’t even care how much my portfolio has grown vs market, just how my overall NW is evolving.
I tend to respect the monthly DCA. If markets are down I try to put a little more or a little sooner than month end. It does not make a big difference but it’s nice to buy on discount
For a “long term oriented buy and hold investor” that many here are trying to be, checking portfolio more often than once per month is already too often, I think.
BUT this month I challenge myself to not check anything till the first of March.
(Yes I picked the shortest month of the year, I know. No, it wasn‘t on purpose)
For leveraged assets: daily, to make sure I still meet margin requirements.
For unleveraged individual swiss securities: used to be daily but I don’t care that much anymore. It’s now monthly, just to check there’s no unauthorized transaction happening on my account and check where to allocate new money inputs.
I would ideally check my net worth yearly, but log in monthly to each of my accounts to check for potential unauthorized transactions.
Once per day at least, which makes no sense. I’ve started using the Recurring Investments feature in IBKR this month and I hope this will bring me closer to the set-and-forget state.
Mit dem Lesen und der Teilnahme an diesem Forum bestätigst du, dass du die Forum-Richtlinien gelesen hast und damit einverstanden bist sowie den Haftungsausschluss auf http://www.mustachianpost.com/de/ akzeptierst.
You don’t need to check today.