Check Your Stock Portfolio

The market has been up and down over the last couple of years. The Coronavirus shook all of our portfolios, most often for the worst. Over the last couple of months, there have been some gains made. These gains are one of the few reasons you should check your stock portfolio.


The number one reason to check your accounts is for gains and losses. I have about four stock portfolio accounts, and I checked them all last week. Several of them were up from the previous year, which represented thousands of dollars in gains for me. Only one account was trending down. Looking at your stock portfolio gives you the reassurance that the market is getting better and is a safe place to put your money. If you locking in losses, it’s a great way to see where your account has sprung a leak.


If you’re seeing some stocks losing more than others, it’s time to rebalance your portfolio. I noticed one of my accounts was way down. It was heavily invested in alternative stocks for space and technology. Some of those stocks showed a decrease of as much as 80%. While I’m not a fan of locking and losses, I decided to rebalance how much I put into those stocks while maintaining my position. I did the same for my cannabis stocks, which are not getting any love. Rebalancing my portfolio means putting more money into things that are doing well or average and not securing more losses at the bottom.

Savings Rate

Another reason to look at your stock portfolio is to see your savings rate. I use my account as a way to save my money. I track how much is going in, increases and declines, and my projected growth for retirement age. I ensure and maintain a level that will be comfortable for when I hit that age, and make changes as my income increases, status changes, etc. You should too.

There are a lot of reasons to should check your stock portfolio. Here are just a few, but can you think of more? Let us know in the comment box below.

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