Monitoring & managing your investments

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Checking in on your portfolio periodically, as time progresses, allows you to keep track of the performance of your investments and revise your investment strategy when needed.

And no, you won’t need to check it as often as your social media feed when you have a long-term investment strategy at work!

What you'll learn:

  • Calculating returns and how well your investments are doing
  • Keeping your investment on target and how to balance your portfolio
  • How the economy impacts your investments
  • Investing pitfalls to avoid