However, in reality, investors achieve different levels of success. Considering that achievement of important investment goals is crucial for one's financial future, one must avoid mistakes that can create gaps between expectation from the portfolio and what one actually earns. To begin with, you must identify the real reason as to why and how this gap can occur. Usually, most investors end up attributing it to poor performance of the funds in the portfolio.
While performance plays an important role in determining the level of investment success, it is equally important to analyse whether the portfolio was built to achieve the desired results or not. Although poor performance can indeed be an important reason for this gap, there are a few other factors emanating from your investment strategy that may also create such a situation. Broadly, there can be issues like not choosing funds suitable to your requirements, not following a disciplined investment approach and allowing your emotions to dictate investment decisions that can cause more harm to the portfolio.
この記事は Dalal Street Investment Journal の March 28, 2022 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
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この記事は Dalal Street Investment Journal の March 28, 2022 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
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