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How regular do you "keep on top of" your investments?

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  • Mortgage_&_debt_free
    Mortgage_&_debt_free Posts: 316 Forumite
    Part of the Furniture Combo Breaker
    edited 20 January 2012 at 9:54PM
    I use First Direct Internet Plus as a one-stop shop to view my net worth.
    I have to manually enter the sum of my HL & CFS a/cs but everything else automatically updates (bank accounts, shares, pension funds, etc).
    You don't have to have an account with FD to use it (I haven't) and I've found it very useful.
    If people know of a better one that will auto update HL & CFS platforms as well I'd be pleased to know.
    I actually do it every morning, just 'cos I love watching it update and see how much I've earned/lost while I was asleep!

    Once a month I transfer the details onto an excel sheet I built that does everything I need in terms of asset allocation, % above/below target for each sector/region (& what this means in cash terms), performance over time, etc. It takes about 20 minutes as all I do is enter the fund totals and everything else is linked up.

    I rebalance once a year.
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