What is everyone's process for keeping up to date on the latest news and for researching new investing ideas? What are some of the tools and resources you find useful and how often do you rebalance your portfolio and how much time do you spend per week on these tasks? Which ones are worth paying for?
With all the geopolitical developments and macroeconomic conditions at the moment, there has to be a lot of emerging risks to our portfolios, and on the flip side potential opportunities as well.
So I am looking to up my game and rebalance more aggressively, and frequently to take advantage of this situation and at the same time improve my process here.
* My current process involves the following resources: CNBC, SeekingAlpha, Benzinga and Yahoo Finance. I read research reports to find factors and trends that make sound economic sense to me and bet on these. I spend maybe around 3hr/week on these.
* And for companies in my portfolio (approx 20 stocks) and watchlist( 30 stocks) I would also keep up with their quarterly and annual filings as well as earnings calls (transcripts). Taking me maybe around 1hr/company per quarter. So overall of +50hr/quarter on research and monitoring.
What is your process? And any suggestions on how to improve mine?