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When it comes to investing, keeping track of your investment managed by an advisor is crucial to achieving your financial goals. An investment advisor can help you design a portfolio that aligns with your financial objectives and risk tolerance. However, you should regularly monitor your investment to ensure that your portfolio is performing as expected. […]
Portfolio/Investment consolidation is the process of combining multiple investment accounts or portfolios into a single account or portfolio. This can include consolidating various types of investment accounts, such as 401(k)s, IRAs, taxable investment accounts, and more. Consolidating investment accounts can simplify the management of an investor’s portfolio by allowing them to view all of their […]
Portfolio comparison against the benchmark is a common method used by investors to evaluate the performance of their investment portfolio. The benchmark is typically a market index, such as the S&P 500 or the Dow Jones Industrial Average, which represents the overall performance of a specific market or sector. The portfolio is compared to the […]
IRR (Internal Rate of Return) is a popular method of measuring the investment performance over a specific period of time. It is commonly used in private equity, real estate, and venture capital investments, where cash flows are often irregular and occur at different times. IRR takes into account the time value of money, which means […]
