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    Evaluating your retirement portfolio

    Dec 16, 20241 min read

    • Evaluating your retirement portfolio
      • Check XIRR of each asset class - gold, equity, debt, etc
      • If the XIRR of the volatile asset classes is close to your expectations, not much needs to be done
        • Else you should rebalance

    Related Notes

    • Asset classes
    • Investing in precious metals like gold and silver
    • Debt asset class
    • Equity asset class
    • XIRR vs CAGR

    Sources

    • (Done) How to Audit Your Financial Freedom Portfolio - Highlights

    Graph View

    • Related Notes
    • Sources

    Backlinks

    • Investments and Personal Finance
    • Evaluation of returns from your investment
    • Recommended asset allocation based on goals

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