How to Evaluate a Portfolio

Post on: 16 Март, 2015 No Comment

How to Evaluate a Portfolio

Things You’ll Need

Previous year performance for the investments in your portfolio

Evaluating your portfolio

Research the securities in your portfolio and determine whether there is a risk of loss in the short term or long term. Investors generally accept that virtually all investments expose their money to some degree of risk. This is a primary reason behind government guarantees of certain investments such as certificates of deposit, savings and checking accounts, and individual retirement accounts. Securities aren’t guaranteed by the federal government, and you can lose some or all of your money. In addition to market volatility, public companies can be plagued by bad management decisions, bad credit, and declining demand for their products. Evaluating your portfolio for risk is one of the key ways to ensure that your financial strategy works to your benefit.

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