I’ve been trying to build better habits around investing, but I still can’t decide what’s healthier.
Some days I check my portfolio multiple times just out of curiosity or stress.
Other days I force myself not to open the app at all because it feels like I’m overreacting to every little move.
I’m wondering how other people handle this.
Do you check your portfolio daily?
Only once a week?
Only when you make changes?
Just curious how everyone manages this part of investing.
Do you guys check your portfolio every day or try to ignore it?
byu/AIStockExplorer ininvesting
Posted by AIStockExplorer
30 Comments
Why would you check daily?
I check when I rebalance quarterly. Between rebalancing there’s nothing for me to do so no reason for me to check.
Your approach sounds like something that will encourage very poor investment decisions such as panic selling.
I check almost daily. I like seeing the profit or losses but from new year I will check monthly, I mean I will try.
Check it maybe once a week unless things are really going to shit. If you’re not retiring anytime soon and not investing in dumb risky shit thinking you’ll get rich quick there’s really little reason to check daily.
Sometimes daily, sometimes not.
It just doesn’t stress me out. If it makes *you* feel uncomfortable, you’re the only person who can take a moment of introspection to understand why, and what to do about it.
If your investments match your needs and risk tolerance, what’s there to stress about?
I mean I just read/watch financial news for a few minutes… if the S&P 500 is up or down my portfolio probably is too since that’s most of it. Not going to do anything about it but that satisfies my boredom/curiosity.
Check it all the time but I don’t touch it. Sometimes I imagine selling before the next recession, but mostly that just ends in terrible thoughts about mistiming the market. Yep, I won’t touch it. I’ll just wait until there’s some extra in the bank I can play with.
Maybe once a quarter, if that. No longer actively trading so really no point in checking too often.
I check it every day. Then I say “I’m long term”. Then I check it again 7 minutes later.
If you’re not making moves, there’s no reason to check it. Anything wildly speculative should be a fraction of the whole.
1x and week, on Saturdays
I checked it way more when I didn’t have ‘enough’.
Now that I have my definition of enough, I look at it once a week and I haven’t made any adjustments in over a year.
Every day! Yay it’s green! Oh noes it’s red!!
The best thing is when the one day shifts are more than a years salary of my young self that everybody was predicting to be a failure
Almost everyday for at least 20 years
I see it every day because I buy 1 share of VOO every day, no matter what the price is. If there’s a 1% dip I’ll buy 2 shares and take a day off the next day.
Multiple times per day unfortunately, addicted to the dopamine hits when it goes up
I check everyday because I look to see what’s down that I can buy into.
Example. This morning I bought another hundred shares of META.
I rarely ever sell unless I need to allocate money to another investment.
As a CNBC Pro member, I have a screen on during the market hours that has my portfolio off to the side so I can see what’s moving throughout the day. I only go into my brokerage account to move money in and make adjustments.
i enjoy the market,the companies, the economic news, the enigma of what drives it up or down. I view it like a gardener checking on their plants-young and old. i am usually not reactive except if there is a big drop in a position i think undervalued-i then try to purchase more shares. i base this on morningstars fair value guess. good luck!
Only once per month during my regular transfer end of the month.. Man, ETF’s have really eased my mindset and removed all stress from investing.
I check often to get a feel for how my portfolio is actually behaving as the news tends to be one potential scare after another (I guess good news does not sell newspapers or result in clicks).
With a focus firmly on the longer term, I act on the insights very infrequently (Less often than once every two years). This works for me, but might not be right for you.
My 401k, Roth IRA, and personal brokerage accounts are all on the same platform. So whenever I look at my brokerage account I will have a look at the my retirement accounts too. I don’t check them daily, but I do once or twice a week especially after hearing news of big movements in certain stocks or indexes just to see how much I have gained/lost. I don’t panic sell tho because I know I am in for the long haul. Just checking for the heck of it.
Im just about to wrap my first full year of investing and I have been checking daily and actively trying to keep up with the news.
I do invest in a lot of positions and not just an ETF so this is much more active trading and positions that I keep updating continuously.
Once I started I got reaaaaly into learning about finance, investing and geopolitics, so even though my overall performance has been only slightly above an all world index, I am finding all this experience and knowledge I gain extremely valuable longterm.
Also Im just having a lot of fun and this is now like my main hobby because it is so different from my full-time job that I find it refreshing
I check my portfolio a few times a day; when it merits it, like when silver is running amok, gold or copper or major news. These days it has been a roller coaster ride.
There is a thing called ACATS fraud. Your whole brokerage account can be wiped clean. Get in the habit of looking at your account and engage in security features like locking transfers if your brokerage has them.
https://finance.yahoo.com/news/happen-anyone-acats-fraud-rise-220000893.html
I calculate my NW M-F. I know theres no reason to do it that often but I enjoy it.
I usually check it daily and especially after my 401k money hits because it’s not automatically invested so I do buys on different etfs. I do check the market a couple times a day. I enjoy investing and like seeing where things are going and why they’re going that way.
Every day? That way lies madness. I don’t invest anything I’m going to need for the next 10 years.
Even if I’m excited, monthly is all I need.
I check it frequently, but don’t fiddle with it. When everything is red, I do wish I had extra cash lying around to buy.
Every day…like 7 times a day…for roughly 15 years.
I am pretty sporadic unless i see some news that I want to act on. A couple times a week when things are going crazy, otherwise I try to ignore it. That being said I probably make 5-10 buy or sell orders a year. So far its worked out well
If im looking for a new stock, or have one I bought that I’m looking to dump then im logged in while watching the news in the morning. Otherwise I only check if I see some news that may affect my stocks. You can look at them as much as you want, just don’t panic sell or buy. Stock sit on my watch list for at least a few days before I buy, and ive had terrible stocks turn great after doing poorly for years. I just trust my initial evaluations when I bought