How do I assess the performance of my investment portfolio

[OctaviaBurgess]

How do I assess the performance of my investment portfolio

[LorenzoPerkins]

Sure! Here are three different ways you can assess the performance of your investment portfolio:

[VioletteMcFarland]

**Check the Returns**: Start by looking at how much your investments have grown over a specific period. Compare your portfolio's returns to a relevant benchmark, like the S&P 500, to see if you're keeping pace with the market. Don’t forget to consider any dividends or interest earned too!

[IvyLi]

**Review Asset Allocation**: Take a look at how your investments are spread out across different asset classes (stocks, bonds, etc.). Make sure your allocation aligns with your risk tolerance and investment goals. If you find that one area is taking over too much, it might be time to rebalance.