The one thing you need to track in your investment portfolio

The one thing you need to track in your investment portfolio

HomeRob BergerThe one thing you need to track in your investment portfolio
The one thing you need to track in your investment portfolio
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In today's video I'll share why I started tracking not only the value and return of our investments, but also dividends.

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Video Resources
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Empower: https://go.robberger.com/empower/yt-track-dividends
Quicken: https://go.doughroller.net/quicken/yt-track-dividends
Simplifi: https://go.doughroller.net/simplifi/yt-track-dividends

Jim Garland Paper: https://www.cfainstitute.org/-/media/documents/article/rf-brief/cash-flow-focus-endowments-trusts.ashx

Sign up for the newsletter: https://robberger.com/newsletter/?utm_sourceRobBerger&utm_mediumATFLink&utm_campaignNewsletter&utm_idYouTube

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Investment tools
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My book (Retiring Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal capital (investment tracking, retirement planning): https://go.robberger.com/personal-capital/yt-def
New pension (Pension Planner): https://go.robberger.com/new-retirement/yt-def
Stock Rover: https://go.robberger.com/stock-rover/yt-def
M1 Finance 30 Bonus (IRA and taxable accounts): https://go.robberger.com/m1finance-bonus/yt-def

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Credit cards and banks
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My favorite credit cards: https://www.allcards.com/best-credit-card-offers/?utm_sourceYouTube&utm_mediumVideoLinks&utm_campaignBoilerplate
My favorite online banks: https://www.allcards.com/best-online-banks/?utm_sourceYouTube&utm_mediumVideoLinks&utm_campaignBoilerplate

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Popular videos
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1️⃣ How to create a 3 fund portfolio: https://www.youtube.com/watch?vkmw8OpGp2rM
2️⃣ How I manage 28 accounts in one app: https://www.youtube.com/watch?vcQk6EQk3iGg
3️⃣ Financial check-up in 7 steps: https://www.youtube.com/watch?vmNWGWxKzKTY

#pension #investing #robber

ABOUT ME

While still working as a securities litigator, I began writing about personal finance and investing in 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today, I'm deputy editor of Forbes Advisor, leading a growing team of editors and writers who produce content to help readers get the most for their money.

I'm also the author of Retiring Before Mom and Dad: The Simple Numbers Behind a Lifelong Financial Freedom (https://amzn.to/3by10EE)

Let's connect

Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation1

Facebook: https://www.facebook.com/financialfreedomguy/

Twitter: https://twitter.com/Robert_A_Berger

DISCLAIMER: I am not a financial advisor. These videos are for educational purposes only. Investing of any kind involves risks. Your investments and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice if necessary. I'm just sharing my opinion.

AFFILIATE DISCLOSURE: Some links on this channel are affiliate links, which means, at no cost to you, I will earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that I (1) believe in and (2) would recommend to my own mother.

Please take the opportunity to connect and share this video with your friends and family if you find it helpful.