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GuideStar Blog

Daniel Rufo

Recent Posts by Daniel Rufo:

Monitoring Your Portfolio

Nonprofit leaders are encouraging organizations to plan for the future by creating a reserve fund. Once you start building your reserve fund, you'll need to put it somewhere. And just like individual investors, nonprofits need to keep an eye on what their investments are doing. Here are some options for managing your organization's portfolio. Note: This article is provided for information only and is not intended to serve as financial or investment advice. Consult a financial professional for advice specific to your situation.

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you've chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with a greater percentage of stocks in your portfolio than you want. If stock prices go down, you might worry that you won't be able to reach your financial goals. The same is true for bonds and other investments.