Friday, September 08, 2023

How to test your Investment performance ?

Is your Investment portfolio beating this?

1- your loan interest rate, if any
2- your goal/s inflation
3- your inflation

as applicable, in the order.

These are the best first level benchmarks along with comparing with investment benchmark/s.

If your investment portfolio (not only mutual fund or a particular share), meeting and surpassing these 3 benchmarks is not meeting this benchmarks or if you do not know even one of these as your benchmark, you need to rethink your choice ilof advisor and approach.

Chances are you are doing #investmentplanning, but you need to do #financialplanning.

Think again.

Do you know someone who is not clear of this?

Share your views

#financialliteracy #financialfreedom #financialwellness #wfpd2023 #fpsb #financialplanning #financialplanner #mutualfund #investing #investingforbeginners #couplegoals

No comments: