Tools & Techniques
There are several tools and techniques that I use to help me manage my investment portfolio:
- I treat my portfolio as if I was managing my own Mutual Fund
- I created an investment dashboard and use many customized spreadsheet tools
- I use my Dividend Tactics Stock Score (DT Score) system to assist me in assessing whether I should include a company within my portfolio or not
These tools, used in parallel with the Dividend Tactics I employ in the day-to-day management of my portfolio make it easy for me to track my investments and maintain a quality portfolio that remains aligned with my overall investment approach.