Choosing investments is merely the start of your projects as an investor. As time goes by, you will have to monitor the performance of the investments to observe how they are working collectively in your profile to help you progress toward your goals. Generally speaking, progress means that your collection value is progressively increasing, even though a number of of your investments may have lost value. If your investments are not showing any gains or your account value is slipping, you need to determine why, and choose your next move.
In addition, because investment marketplaces change all the time, you’ll want to be alert to opportunities to improve your portfolio’s performance, perhaps by diversifying into a different sector of the overall economy or allocating part of your stock portfolio to international investments. To release money to make these new purchases, you may want to sell individual investments which have not performed well, while not abandoning the asset allocation you’ve selected as appropriate.
How Are My Investments Doing? To evaluate how well your investments are doing, you will have to consider several different ways of measuring performance. The actions you choose depends on the information you are considering and the types of investments you own. In comparison, if you’re a conservative trader or you’re getting close to retirement, you may be mainly interested in the income your investments provide.
- Repayment supplement in connection with interest paid on repayment of overpaid tax
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