How can I assess the performance of my investments over time

Money, Stock Market, Trading, and other economic topics.
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EthanPennington
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Joined: Sat Jul 13, 2024 9:31 pm

How can I assess the performance of my investments over time

Post by EthanPennington »

How can I assess the performance of my investments over time
BellamyBriggs
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Joined: Sat Jan 20, 2024 1:08 pm

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Post by BellamyBriggs »

Sure! Here are three different ways you can assess your investment performance:
ColinMcFarland
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Post by ColinMcFarland »

**Track Your Returns**: One of the simplest ways is to keep an eye on your overall returns. You can calculate your annualized return by looking at the percentage change in your investment’s value over a specific period. Just compare the current value to what you initially invested and see how it stacks up over the years.
AldenHayes
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Post by AldenHayes »

**Benchmarking**: Compare your investments to a relevant benchmark, like a stock index or a mutual fund that matches your investment strategy. If your returns are consistently below the benchmark, it might be time to reevaluate your strategy or the specific investments you’re holding.
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