Why Monthly Reviews Are the Right Cadence
Daily reviews create churn — you add and remove stocks reactively based on short-term price moves. Annual reviews are too infrequent — by the time you review, many stocks have moved past the levels that made them interesting. Monthly reviews align with corporate announcement cycles, dividend calendars, and your own portfolio review rhythm.
The Review Process
Run the screener after completing your review to find new candidates for empty or freed-up watchlist slots. The combination of clearing stale names and adding fresh screener results keeps your watchlist continuously useful.
Documenting Your Review
Keep a brief personal note of your monthly review decisions. Even one sentence per stock is enough: 'SAMP - held, awaiting breakout above 200. Alert updated to 205.' This creates a record of your reasoning that helps you evaluate your analysis quality over time and avoid repeating the same mistakes.