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Anonymous

18 Apr 2019

General Investing

How frequent should you check your portfolio performance ?

Discussion (2)

What are your thoughts?

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Hello!

I personally think that it is important to check on the quaterly earnings results of each of your portfolio companies. This helps to ensure that the investment thesis remains valid for each holdings.

You should scan through the basic components of the company's profit and loss statement, balance sheet and cash flow statement abd when the dividends were declared.

Hope this helps!

Hariz Arthur Maloy

06 Mar 2019

Independent Financial Advisor at Promiseland Independent

Minimally quarterly even if you're a passive investor. I also make sure to look everytime there's bad news. Not to scare myself, but to understand the dip in performance and make a another decision to top up if there's a buying opportunity.

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