Monitoring Portfolio Performance: Techniques & Importance

Instructions:

Choose an answer and hit 'next'. You will receive your score and answers at the end.

question 1 of 3

_____ gives an investor information on the performance of stocks and bonds.

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1. Which report is beneficial to portfolio performance monitoring?

2. _____ are used to compare investment performance to projected returns.

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About This Quiz & Worksheet

What's used to compare investment performance to projected returns? During the quiz, you'll be evaluated on your ability to answer this question and others about evaluating portfolio performance.

Quiz & Worksheet Goals

You'll be tested on the following:

  • What provides investors with information on how stocks and bonds perform
  • A report that's beneficial to portfolio performance monitoring
  • Comparing investment performance to projected returns
  • Streamlining information using available people and processes
  • A risk involved when a portfolio isn't monitored consistently

Skills Practiced

  • Information recall - access the knowledge you've gained about the term that involves streamlining information using available people and processes
  • Knowledge application - use your knowledge to answer a question about investment performance and projected returns
  • Interpreting information - verify that you can read information about a risk associated with not monitoring portfolios and interpret it correctly

Additional Learning

Keep learning about this topic with the lesson titled Monitoring Portfolio Performance: Techniques & Importance. Below are examples of what the lesson covers:

  • An overview of different auditing techniques
  • Assessing the essence of an investment
  • Determining when to rebalance portfolios
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