Seasoned investors know the importance of getting a portfolio analysis done from time to time & for many of them it is part of their basic financial hygiene but… why? Well, here’s the problem. Everyone wants to invest in quality assets but not everyone knows how to pick them. In fact, you should never pick Mfs on your own.
If you have already invested on your own, chances are you have a few bad apples in your portfolio. This is why it is important to get expert help in analysing your mutual fund portfolio from time to time. A lot of people have the misconception that once you invest in mutual funds your job is done. Simply investing in a set of mutual funds consistently doesn’t guarantee results in the long term.
You have to pick the right funds and a fund that is right today may not be right for you next year. A fund can change its objective, the fund manager may leave or maybe the market itself is facing volatility like it is right now. That’s why you need to get a Mutual Fund Portfolio Analysis.
But before we talk about the solution, let’s take a quick look at what getting a mutual portfolio analysis even means.
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