From the course: Managing Your Personal Investments
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Measuring your progress
From the course: Managing Your Personal Investments
Measuring your progress
- So you have money to invest. You have a plan. You know your goals. You know your risk profile. You know what you want to invest in. Maybe you've already begun the journey and invested your hard-earned money. Now what, how will you know if you're doing well? How do you even begin to measure success? First of all, it's super important to go back to your objectives. Did you want to be cautious and preserve the money you have, or did you want to go all out and generate huge returns? The performance of your portfolio needs to be seen in comparison to your objectives. You also need to look at what you've invested in. If you invest in conservative government bonds, you should not expect outsized gains. Your performance needs to be compared to the kinds of investments that you've bought. So let's start by measuring gains. First of all, there's a big difference between realized gains and unrealized gains. Realized gains are…
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