Topic 7: Ongoing Evaluating

Investing doesn’t stop with building a portfolio.  It requires continual evaluation and monitoring to assure your objectives are being followed. View the video presentation.   A text of the video presentation is below, if you would like to review.

Supporting documents:

Ongoing Evaluating

Click on a button below to access another topic in the “Setting Investment Objectives to Reach Your Goals” Course

1. Introduction to the Investment Process
2. Determing Investment Objectives
3. Setting Your Investment Objectives
4. Understanding Your Risk
5. Returns vs. Risk
6. Implementation: Manager Selection
7. Ongoing Evaluation