Private Wealth
Management Group
Management Group
Investors shouldn't be obsessed with their portfolio's performance, but an annual evaluation is key to keeping you on track.
......While an obsession with performance can be counterproductive (often leading to chasing past winners and inferior performance), an annual review of portfolio performance is something all investors should undertake. Make sure you understand what is being measured and how it is being measured so you can track progress toward your goals.
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