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Why You Need a 'Watchlist' for Your Portfolio

Use this tool to keep track of issues and events that might affect your portfolio.

In an ideal world, you've made considered investment decisions; assembled your portfolio methodically, brick by brick; and you're the picture of serenity, sticking with your choices through thick and thin, come what may.

But reality is messier. In the real world, you've not selected so much as amassed: Your investments sprawl across multiple retirement and taxable accounts, reflecting where you were at various points in your investing and professional life, but without forming a cohesive whole. And you're prone to worry, as you don't have a good system for keeping track of issues and events that might affect your investments.

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