How To Evaluate Your Investment Portfolio | Ep 36

How To Evaluate Your Investment Portfolio | Ep 36

Do you know how to evaluate the performance of your investments? Ask yourself these questions--Is my portfolio performance strong, or not so strong? Should I be doing something different? Should I be adjusting my risk tolerance? In this week’s episode of The Market Call Show, I give tips on what to look for when evaluating your investments and how to tell if your investments are doing well based on your personal benchmarks and goals.

In this episode you'll hear:
• Should you use the S&P 500 as a benchmark
• What everyone wants and needs from an investment portfolio: Preserving capital, growing capital, and providing income
• What it means to beat taxes and inflation

*Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email it to [email protected] and you may see it answered on a future episode!*

When you are ready, here are some ways we can help YOU with your investing and financial planning:
1. Try the new RISK NUMBER SCORECARD
Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity
If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/
You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/sop-books
3. Work with me one-on-one
If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom