Page 1 of 1

How can I assess the performance of my investments over time

Posted: Wed Dec 03, 2014 7:29 pm
by EthanPennington
How can I assess the performance of my investments over time

Respuesta

Posted: Wed Nov 20, 2024 12:34 pm
by BellamyBriggs
Sure! Here are three different ways you can assess your investment performance:

Respuesta

Posted: Wed Nov 20, 2024 12:34 pm
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.

Respuesta

Posted: Wed Nov 20, 2024 12:34 pm
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.