Investment Returns

Investment Returns

  • Building a portfolio is a complex exercise. It is equally important to maintain the portfolio built.
  • A person’s portfolio holds different types of assets based on his/her financial goals
  • Each asset class gives different types of returns. Hence, a portfolio must have an ideal mix of financial products.
  • Also, one must keep in mind the volatility risk of the asset class, liquidity, lock-in rules and taxation.
  • Let us have a look at how four commonly used asset types—equity, cash, gold and fixed income—have done in different periods.
Return on Investment Diagram

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