Support

How can clients benefit from the use of “Portfolio Analysis”?

Portfolio analysis assists clients in comprehending their portfolio performance relative to the index performance. For instance, if the index exhibits a 10% increase in a year, the holding portfolio’s growth can be determined. Refer to the table below for an example. According to the provided sample, your portfolio has increased by 3%. You are holding 2 stocks in your portfolio.

Index is increased by 10%
ABC Stock Increased by8%
XYZ Stock Decreased by-5%
Over all Portfolio is increased By3%
Was this helpful?

Haven't found the Answer to your Question?