Your systematic approach has minimized the possibility of costly errors. It is absolutely essential to know how well each investment is doing. Unfortunately, for common stocks and mutual funds, it is difficult to calculate your return on investment unless you have excellent mathematical skills or a good computer program. Enter your investments into the Portfolio Management program of Highland Prosper Suite and update prices weekly of monthly to obtain the rate of return for each investment. Occasionally it is wise to review your portfolio and consider it in terms of current economic conditions.
New conditions demand changes to the investment mix.