facebookHow do you manage your own portfolio? :) - Seedly

Cheng Yuan Yong

23 Oct 2019

Random

How do you manage your own portfolio? :)

I am a beginner here! I have recently stared to invest myself
and i am wondering how do i go about managing my own portfolio?
help me please :D

Discussion (3)

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Arpita Mukherjee

23 Oct 2019

Community Evangelist at Kristal.AI

Hi Cheng,

Building a successful portfolio requires a lot of thinking through and you must analyse each and every one of your investments rigorously before you start investing. As someone new to investing, you might find this process daunting, which is why it is more beneficial to build your investment portfolio slowly over time, rather than rushing into making a ton of investments quickly. Allow yourself the time and space to grow and learn before diversifying or rebalancing anything. Of course, if your advisor tells you to do something specific, you should certainly take that into consideration too!

Here's something more elaborate.

I work at kristal.AI, and my mojo is to help people make the right financial decisions.

If you think I helped you, do give me "Thumbs up". If you think my response was biased let me know, I will work on it.

I also use stocks cafe. =)
It's great (to the extent of available info), and I use its reporting to track and monitor when and how much dividends I get. And shared portfolios allow me to benchmark against other folks.

But I guess your question isnt just about how to track and monitor the returns. One other useful feature is it sets an ES3 benchmark which I believe it assumes if you had processed your transactions using ES3 which is one of the Straits Times Index funds. So you can see if you are doing better or worse than if you had just bought the index fund? I think so, better ask Evan lol.

There have been times I did worse than the index (in my srs investments). I bought qaf and accordia golf reading blogs, and I think that cost me a lot of tuition fees (ie 3k realized losses).

I tried for quite a while to figure why I wasn't doing so well, and in jul 2018, I awakened / 领悟 the real way of investing and I have been doing at least better than the index since then.

I am not sure if that's what you want to know though. I have put some of my investing logic in posts here and there. And it may not be the best, but I think it works for me.

Gabriel Tham

26 Jun 2019

Tag Team Member at Kenichi Tag Team

I use stocks.cafe to track and manage my portfolio.

Good platform to see your performance, returns...

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