POSTED BY March 12, 2013 12:12 am COMMENTS (4)ON
I have a portfolio of different asset classes like MF, gold, real estate, FD. I know the annualized return of these indivial assets.
I would like to know the combine annualized return of the whole portfolio. OR with what rate my portfolio is growing. Here the amount invested in different asset class and their corresponding return varies
what is the formula to calculate portfolio return ?
can someone please demonstrate here with some example.
say for example.
MF annualized return for 10% (amount is 3 lacs)
FD is 8.5% ( amount is 5 lacs)
Gold is 11% (amount is 2.5 lacs)
real estate is 12% (amount is 20 lacs)