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Lee Bohl on Performance Review Frequency

Lee Bohl shares advice on how often you should review your trade performance.

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I think one of the best ways to become a more effective trader is to constantly review your performance. After all, if you don't, how do you know if you're making money or not? Now, how often should you review your performance? I think this depends on your frequency of trading. If you place several trades a day you might want to place your performance review at the end of each week, but if you only do a few trades a month, probably at the end of each quarter is more appropriate. Reviewing performance can really give you insight in what you're doing.

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Important Disclosures

Past performance is no guarantee of future results.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions.

This discussion is provided for illustrative purposes only, and should not be considered an individualized recommendation or personalized investment advice. The strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation.

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