A regular health checkup is a must for people over 30 and *wait for it* every mutual fund portfolio! The financial health of your investments is crucial to achieving your investment goals. This where a mutual fund portfolio analysis is useful.
This blog will tell you exactly how you can get a free mutual fund portfolio analysis. But let’s take a step back and look at what a mutual fund portfolio analysis really looks like.
What Is A Mutual Fund Portfolio Analysis?
In simple terms, a mutual fund portfolio analysis tells you whether your mutual funds are good, bad, or terrible.
This is done by comparing your mutual fund holdings to other funds from the same category. Your mutual funds may be compared to each other as well.
Our mutual fund portfolio analysis is powered by Wealth First, our wealth advisor with a track record of beating the market by ~50%. Wealth First also curates a list of the best mutual funds for Cube users.
You can download the app for free to learn more about Wealth First’s mutual fund recommendations.
Watch this video to know more about Cube's advisory partner, Wealth First.
Getting a mutual fund portfolio analysis done regularly can help you go back to the drawing board. But more importantly, it can help you cut the loss-makers and identify the heroes of your portfolio.
Want to know what a perfect portfolio means? Watch this video.
Shriram is a Consultant at CubeWealth. He has developed cutting edge IT products for over 2 years before turning to his passion for the written word. His love for philosophy, developing products, and empowering people through quality content is what got him to CubeWealth.
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on stock picking, poring over excel sheets, financial news, analyzing market trends, tracking the Sensex, researching company fundamentals, comparing mutual funds, reading financial reports, trying to predict the future & losing your sanity!