10 things to know about portfolio management

September 22, 2021

10 things to know about portfolio management

 

A portfolio gives you a general idea of how your investments are doing without having to look at each investment separately. A healthy portfolio would mean that you are booking profits and you have invested your money in the right places.

A financial portfolio is a compilation of investments in which an investor has invested his/her money. It gives you a general idea of how your investments are doing without having to look at each investment separately. A healthy portfolio would mean that you are booking profits and you have invested your money in the right places.

Managing your portfolio consistently ensures that it remains healthy and helps you avoid losses. Regular monitoring of your portfolio will also tell you which investments are earning you profits and which investments you need to sell to cut losses. 

Before you start managing your portfolio, there are some things you must know.