Evaluating Portfolio Performance

Evaluating Portfolio Performance is the process of assessing how well one’s investment portfolio is achieving its stated objectives or goals. This involves analyzing various financial metrics such as returns, risk, diversification, and other relevant factors to gauge the effectiveness and efficiency of your investment strategy.

Performance evaluation can be used to compare an investment portfolio’s results with industry benchmarks, market trends, or other portfolios. It provides key information that can help investors adjust their strategy, weed out underperforming investments, and make more informed investment decisions going forward.

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