Evaluating the performance of an investment portfolio is essential for investors to determine the success of their investments. The first step is to establish clear investment objectives and risk tolerance. When these have been defined, the next step is to monitor the portfolio's performance in comparison to relevant benchmarks . Several tools, including investment software and spreadsheets, can be used for this. In order to determine whether the portfolio is accomplishing the investor's objectives, it is also crucial to frequently review its performance, ideally on a quarterly or annual basis. Fees and taxes should also be taken into account by investors because they have a big impact on total performance.
How to evaluate the performance of an investment portfolio
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