Introduction
A portfolio represents a collection of investments you've strategically built to achieve your financial goals. Whether you're investing for retirement, a down payment on a house, or your child's education, understanding how your portfolio is performing is crucial for making informed investment decisions. This is where performance metrics come into play.
Performance metrics provide quantifiable insights into how your investments are doing, both individually and collectively as a portfolio. They help you assess the effectiveness of your investment strategy, identify areas for improvement, and make necessary adjustments to stay on track toward your financial aspirations.
