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?

Raise a Help Ticket