Course 301:
How to Monitor Your Portfolio, Part 1
In this course
1 Introduction
2 Your Monitoring Procedures
3 Monitoring the Characteristics of Your Portfolio
4 Monitoring the Fundamentals of Your Mutual Funds
5 Monitoring Performance

Even in the most casual workplaces, managers review their staffers annually. And for good reason: Employers compensate employees for performing well, and employees need to know how well their supervisors think they're doing and whether they're on track to meet their career goals. Their livelihoods depend on it.

Your investment portfolio requires regular reviews, too. You need to supervise it, just as your manager supervises you, to make sure it stays on track.

The classes in the 300 level of Investing Classroom's Portfolio track will show you how to oversee your portfolio and modify it when necessary.

This course will cover monitoring procedures, as well as how to review:

  • The performance of your individual investments and your overall portfolio
  • The characteristics of your portfolio
  • The fundamentals of your mutual funds

Portfolio 302will focus exclusively on how to review the fundamentals of your stocks.

Next: Your Monitoring Procedures >>


Search
Print Lesson |Feedback
Del.icio.us Del.icio.us | Digg! digg it
Learn how to invest like a pro with Morningstar’s Investment Workbooks (John Wiley & Sons, 2004, 2005), available at online bookstores.
Copyright 2010 Morningstar, Inc. All rights reserved. Please read our Privacy Policy.
If you have questions or comments please contact Morningstar.