One tool is the PERT monthly report. A typical example is shown below, listing all eight stacks in the portfolio. The quarterly information shown is taken from the PERT Worksheet A , maintained for each company. The stock market anticipates the future, not the past. Incidentally, a current NAIC Stock Selection Guide showed the current price in the upper or sell zone for a number of these companies.
Portfolio management is an integral part of investing.
It removes part of the uncertainty in managing a portfolio by being able to make decisions based on facts instead of emotion. Too many investors look only at price. Actually price is a reflection of fundamental value. PERT can help you do that. It is a useful tool, and one that is easy to use.