Monitor Your Portfolio

The value of your investment portfolio may go up or down on a daily basis. This is a result of how the various investment products in your portfolio are performing in the financial markets.

Keep an eye on your portfolio’s performance, but stick with your investment plan. Making rash decisions can hurt you in the long run.

You can get information on your investment portfolio’s performance by looking at your regular account statements. The companies or funds you invest in will also send you information on your investments, unless you choose not to receive them. You can also track investment prices and performance with online tools or smartphone apps.

Compare your portfolio’s performance from year-to-year to see where you’re at with achieving your goals.

If you feel that your portfolio is off track, work with your registered investment professional to understand what is happening. Check your emotions, and take into account your long- and short-term goals and current financial situation before making any decisions.