Metadata
- Author: M. Pattabiraman
- Full Title: How to Audit Your Financial Freedom Portfolio
- URL: https://freefincal.com/how-to-audit-your-financial-freedom-portfolio/
Highlights
- What is the growth rate of the retirement portfolio? What is the XIRR of each asset class? That is, the XIRR of equity holdings, PPF, EPF, NPS, gold, FD, real estate etc. If the XIRR of the volatile asset classes is more or less close to your expectations, not much needs to be done. If it is much higher than expectations, it might be time to rebalance. If it is much lower, you will need to look at the source of underperformance and take a call on it. (View Highlight)