Download the Schwab app from iTunes®Get the AppClose

Lee Bohl on Performance Review Frequency

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

Click to show the transcript

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.

Schwab has tools to help you mentally prepare for trading

Learn more >

Talk trading with a Schwab specialist anytime.
Call 888-245-6864
M-F, 8:30am - 9:00pm EST

Get 500 Commission-Free Online Equity and Options Trades for Two Years

Learn More >

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.


Thumbs up / down votes are submitted voluntarily by readers and are not meant to suggest the future performance or suitability of any account type, product or service for any particular reader and may not be representative of the experience of other readers. When displayed, thumbs up / down vote counts represent whether people found the content helpful or not helpful and are not intended as a testimonial. Any written feedback or comments collected on this page will not be published. Charles Schwab & Co., Inc. may in its sole discretion re-set the vote count to zero, remove votes appearing to be generated by robots or scripts, or remove the modules used to collect feedback and votes.