- Start by identifying all your investment assets, including stocks, bonds, mutual funds, and ETFs to understand your portfolio composition.
- Assess the risk profile and performance of each asset to ensure they align with your financial goals and risk tolerance.
- Use tools like Sharpe ratio, alpha, and beta to measure the performance and risk-adjusted returns of your portfolio against benchmarks.
Can anyone share some insights on how to conduct a portfolio analysis? Just trying to get a handle on the best way to evaluate different investment assets and see how they're doing. Looking for steps, tools, or methods that can help sort this out, especially if they make the process a bit easier to understand for someone not super versed in finance. Thanks in advance!
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