How To Guide

How To Evaluate An Investment Portfolio

A good investor doesn't just invest - they monitor and evaluate their portfolio regularly. Read this blog to know how to stay on top of your investments.
April 18, 2024
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Investing in the best assets is not enough. Because what’s best for you today may not be the best for you tomorrow! Investors either realise this too late or don’t realise it at all. But there's a solution to this - evaluating or assessing your portfolio.

Assessing your portfolio periodically can help you understand if you’re gaining profits or losing money. Furthermore, you must constantly nurture your portfolio to reap the rewards of profit in the future.

If both these aspects seem confusing, you've come to the right place. This blog will help you learn about 4 important ways to evaluate your existing portfolio. You can consult a Cube Wealth coach or download the Cube Wealth App.

4 Steps To Evaluate Your Portfolio

Step #1. Track Your Portfolio’s Performance

Check each investment’s returns and compare it to other schemes from the same category. This will help you understand how your investments are doing. But it’s important to note that you shouldn’t compare apples to oranges.

Comparing a stock to gold or a mutual fund scheme to P2P lending won’t get you anywhere. Instead, you can check your overall p

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