Do We Need to Evaluate Portfolio Performance Regularly?

[Suba]

As investors, we naturally have various investment collections or portfolios. Therefore, portfolio evaluation is intended to review, evaluate, and analyze whether our investment performance is still in line with our previously established goals, plans, and strategies.

There are various ways to evaluate investment portfolio performance, such as:
Measuring return and risk, and instrument suitability to market conditions, or simply comparing portfolio performance with benchmarks.

 

[Augusta]

Yes it is good to do this all the time . This will help you to evaluate your portfolio and know how it is doing and know when it is still very healthy financially

 

[kit_hung]

You have made a very important point for investors. An investment trend assessment helps us determine whether we are following our financial goals. Weighing the benefits and risks is a fundamental step, along with comparing them to market rates. This gives us a true picture of our performance. Remember, regular assessment strengthens decisions and allows us to adjust strategies when necessary.

 

[Springtime]

As market situation changes from time to time. investors need to review their portfolio and evaluate if it is necessary to change according to the market condition.