Monitoring Your Investments Doesn’t Have to Be a Chore
Written by The Inspired Investor team | Published on December 5, 2023
Written by The Inspired Investor team | Published on December 5, 2023
You’ll often hear of stocks reaching a 52-week high or hitting a 52-week low. Or maybe you’ve seen news reports announcing a dividend payment or a specific company’s earnings report. Staying on top of these types of events and announcements when it comes to your own holdings is important. But let’s be honest, life gets busy and it can be hard to follow all the information related to your investments.
With personalized insights about your investments right on your RBC Direct Investing homepage, it’s gotten a little easier to keep track. Thanks to the Recent Events Driving Your Holdings section of your homepage, you can quickly and easily find valuable information about your portfolio holdings. And staying well-informed about the latest developments impacting your holdings is key to making informed decisions that can help safeguard and maximize your portfolio’s performance.
Where You’ll Find Your Insights
On the Home tab, scroll down to the bottom of the page, below your listed accounts. You’ll see three events listed, and a link below to View All Recent Events that leads to your full list. If the recent announcements or event sparks further questions, click the Learn More button for quick access to additional context and information about the associated holding. Plus, you can filter by topic, such as dividend announcements or performance events – depending on your interests.
What Announcements and Events You Will Find
When you are logged into your RBC Direct Investing account, you have a variety of insights and data at your fingertips related to your holdings. For example, if there’s a dividend announcement, you’ll know. If a stock in your portfolio hits a new 52-week high or low, you’ll see that info. Or when trading prices cross certain thresholds, your events feed will keep you informed.
Each event stays on your homepage for five days before being updated, so you have plenty of time to see them before they change.
Here’s a full list of the announcements and events that are covered.
Performance Events |
Dividend Announcements |
Earnings Announcements |
Ratings & Analysis Announcements |
New 52 Week High/Low
|
Dividend Announcement
|
Earnings Announcement
|
Morningstar Ratings Change: Stocks
|
5-Day Volume Average Crosses Above/Below 20-Day Average |
Ex-Dividend Announcement
|
|
Morningstar Equity Analyst Report
|
50-Day Moving Average Crosses Above/Below Price
|
|
|
Refinitiv Consensus Target Price Rise/Fall
|
200-Day Moving Average Crosses Above/Below Price |
|
|
|
Why it Matters
There are three main reasons you’ll want to check them out.
It’s All About You
This feature is fully personalized for you. The only announcements and events you’ll see are tailored to your personal portfolio. These insights help you cut through the noise revealing only the most relevant, actionable and meaningful events that impact your holdings.
It’s Info at Your Fingertips
Monitoring your investments doesn’t have to be a chore. Let this feature do some of the heavy lifting for you. Of course, this feature doesn’t replace your own research and the importance of maintaining general knowledge about your holdings, but it allows you stay informed about recent announcements and events that affect your portfolio. With this digestible info in hand, you can decide where to focus your time and energy on the investment research that matters most to you.
It Helps You Make Informed Decisions
As an investor, you face an overwhelming amount of information every day. With insights about your unique portfolio holdings, this feature can help you focus on what’s important. This can help give you the confidence that comes with knowing you are up-to-date and making well-informed decisions.
Look for Recent Events Driving Your Holdings at the bottom of your RBC Directing Investing homepage.
RBC Direct Investing Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing Inc. is a wholly owned subsidiary of Royal Bank of Canada and is a Member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund. Royal Bank of Canada and certain of its issuers are related to RBC Direct Investing Inc. RBC Direct Investing Inc. does not provide investment advice or recommendations regarding the purchase or sale of any securities. Investors are responsible for their own investment decisions. RBC Direct Investing is a business name used by RBC Direct Investing Inc. ® / ™ Trademark(s) of Royal Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. Used under licence.
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Any information, opinions or views provided in this document, including hyperlinks to the RBC Direct Investing Inc. website or the websites of its affiliates or third parties, are for your general information only, and are not intended to provide legal, investment, financial, accounting, tax or other professional advice. While information presented is believed to be factual and current, its accuracy is not guaranteed and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author(s) as of the date of publication and are subject to change. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by RBC Direct Investing Inc. or its affiliates. You should consult with your advisor before taking any action based upon the information contained in this document.
Furthermore, the products, services and securities referred to in this publication are only available in Canada and other jurisdictions where they may be legally offered for sale. Information available on the RBC Direct Investing website is intended for access by residents of Canada only, and should not be accessed from any jurisdiction outside Canada.
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