3 Overlooked Strategies For Tracking Your Investment Portfolio

When it comes to tracking a investment portfolio, most investors are missing out. They track their portfolio’s value. They may also track returns. But there are at least three other metrics that every investor should monitor: dividends, fees and asset allocation.

There are plenty of free and paid tools that can track a portfolio as I’ll describe below. My personal favorite is Empower. It’s a free financial dashboard that can easily track dividends, fees and asset allocation. That being said, there are other great investment tracking tools available, and one can also do this the old fashioned way—pen and paper.