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February 11, 2021
Have you ever heard the term or saying “straight but not narrow”? This is an exa
February 11, 2021

portfolio performance analysis 1

first complete your portfolio by comparing the risk/return trade-off on the investments you are compiling. Then, as part of the beginning of your executive summary, you will describe how your investments performed on both an absolute and a relative basis. You will also assess investment performance for the securities by calculating the portfolio’s overall investment performance and briefly note how each security contributed to the portfolio’s performance. Attached excel file when you perform calculation

 

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