This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

How To Audit Your Own Investments

And is our money in the best investment vehicles? Yes… and no. Before evaluating our funds, I hadn't realized how varied fund performance is. We have some that make other funds look good (I hope you have some of those!).

Now I need to do more research to find better-performing funds. In addition, we don't have any  index funds, so I want to allocate some of our cash to those.

Conclusion

Before researching this article, I would have told you that this stuff was too hard for a non-financial person to understand. And honestly, it wasn't easy reading. (They use too many undefined terms and acronyms, for one thing!) But I was surprised by how much I learned, just by reading through reports and statements and Googling terms when I had to. Several of the websites had excellent investor resources that were written in simpler terms.

After spending several hours on this information, I feel that I have made some progress in my  investing education. I highly recommend this exercise to any investors who are afraid to tackle stuff like this.

Do you have any tips on how to analyze your investments?

null
3 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG

Markets

DOW 18,037.97 -42.17 -0.23%
S&P 500 2,108.92 -8.77 -0.41%
NASDAQ 5,060.2460 -31.8390 -0.63%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs