Direct Investing Journey
Step 5: Monitor



These educational resources provide helpful tips to monitor, track and rebalance your portfolio to effectively manage your investments based on your goals.

How to evaluate risk in your portfolio

Understand the connection between volatility and risk in your portfolio, and how to adjust risk to help achieve your investment goals.

Watch video, How to evaluate risk in your portfolio
Watchlists and alerts

Learn how to create and save watchlists, and create multiple types of alerts including ETFs & Equity alerts, earning alerts, and news & analyst research alerts.

Quick guide

Launch module, Watchlists and alerts
Dollar cost averaging

Find out how dollar cost averaging can save you money over the long term.

Read article, Dollar cost averaging
Portfolio rebalancing

Learn how portfolio rebalancing can help you maximize returns while reducing risk.

Read article, Portfolio rebalancing