Methodology

Measuring Performance

Under what circumstances might an investor check the performance of their portfolio more regularly?

If interest rates decrease unexpectedly.
If their broker goes out of business.
If they are saving money for something important.
If there is a crisis situation.

Under what circumstances might an investor check the performance of their portfolio more regularly?

If interest rates decrease unexpectedly.
If their broker goes out of business.
If they are saving money for something important.
If there is a crisis situation.

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