Reply to Investments 101 - how do I learn how to understand these?

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[quote=Anonymous][quote=Anonymous]Whoever is doing the active management ought to be meeting with you at least quarterly to go through the portfolio and provide benchmarks as compared to the leading averages (DJIA/Russell etc). If they aren't doing this much, then you really need to roll up your sleeves and get to work.

First, do you have a list of assets? Is it all publicly traded stocks and bonds, or are there funds involved? Either way, you should be checking via some business website, could even be yahoo finance, to track news, dividends etc.

You should learn to read the balance sheets, listen to the quarterly reports etc as well.

Finally, you should understand each of the different sectors and how your holding compare and be particularly interested in the portfolio diversification.

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OP here.  We do get reports and analysis. What I want is to be better able to actually understand them.  And I agree with your advice, my question is how (specifically) to do that.  If I am looking at the list of assets, what should I be checking these business websites for? What am I looking to know / learn?

Balance sheets and quarterly reports - are you referring to the companies balance sheets and quarterly reports? If I look at these, what am I looking for? And should I just take the 2-3 biggest companies (or 2 from each sector?) as a starting point to look at how to read / interpret these?

And what exactly do you mean by understanding the different sectors? I have a broad idea of the difference between large vs mid vs small cap, emerging markets, etc.  But it's more at a level of familiarity with the terms vs. real understanding.

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