Back to Learning Vault
Module 05 of 06 • Investor Confidence Program
Tracking & Reviewing Your Investments
Learn how to keep score without turning investing into constant monitoring — and how to know when a review actually calls for action.
Learning map
What this module covers
- Why goals, markets and personal circumstances make periodic reviews useful.
- Why reviewing too often can create stress and impulsive decisions.
- How to check goal progress, longer-term fund performance, asset allocation, costs and risk profile.
- Ways to track investments using statements, consolidated account statements, portals, apps or spreadsheets.
- Situations in which a review may justify action.
- Why course correction is different from overreaction.
Core ideas
Carry these forward
The module suggests once or twice a year as a practical review rhythm, plus major life events.
Performance should be viewed in a longer-term context and compared with relevant benchmarks/category context rather than only short-term moves.
A review does not automatically mean a transaction is required.
The review mindset is compared to a health check-up: verify that the plan is on track.
Module Quiz • 10 Questions
Check your understanding.
Each correct answer is worth 10 points. Score 70/100 or above to earn this module's Investor Confidence Badge.
0/10 answered
01
Why is it important to review your investments regularly?
02
How often should most investors review their portfolio?
03
During a portfolio review, the most relevant comparison is:
04
If your equity portion has grown too large due to market gains, what should you consider doing?
05
Which of these is NOT a valid reason to make changes after a review?
06
Which tool or document helps track all your mutual-fund holdings in one place?
07
What is the purpose of maintaining records like amount invested and current value?
08
When a fund consistently under-performs its benchmark for three years, an investor should:
09
What is a common mistake during reviews?
10
What mindset should investors have during reviews?
Answer all 10 questions to submit.
Pilot certificate criterion: quiz score of 70/100 or above. Video watch time is not currently required.