The most important steps in managing money

Step 1. Review the investment portfolio every evening.
Step 2. Make a record of its value every day.
Step 3. Study what are the "ideas" that contribute to its growth and those that hinder its performance.
Step 4. Find out why. What did you miss. The answer is crucial.
Step 5. Determine what to do.
Step 6. Act.

I found that the performance of the portfolio improves with the frequency and intensity of this process.

George Dagnino, PhD Editor,
The Peter Dag Portfolio.
Since 1977
2009 Market Timer of the Year by Timer Digest
Portfolio manager

Disclaimer.The content on this site is provided as general information only and should not be taken as investment advice nor is it a recommendation to buy or sell any financial instrument. Actions you undertake as a consequence of any analysis, opinion or advertisement on this site are your sole responsibility.

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