“How do you know if your investment portfolio is doing well?”
I usually get a range of responses to this question. They start from “ummmmm (which means I have no idea)” to “when it delivers the best returns“. The latter also means “I have no idea” but with an attempt to sound smart.
Very few investors are aware of what makes their investment portfolio worthwhile. Let alone that, they don’t even know what is their portfolio return. They know their FD return, PPF return, NSC return, but portfolio return?
You would realise that the ‘portfolio return’ is one of the key numbers that tells you if your investment portfolio is really working for you or not.
Today, let’s set aside all our excuses and do an acid test on your investment portfolio.