What does your portfolio valuation mean?
– Portfolio valuation does not mean profits made or losses incurred
– Portfolio valuation only means – this is what you are going to get it if you liquidate it today
– You can trust a valuation only when you have a ready market to discover the price, otherwise it is just an assumption.
– If you are having bonds, the value could include accumulated coupons and principle both. The issuer may or may not honor them in future.
– A portfolio valuation does not show you mark down in profits that may happen due to taxation
– If you are owning properties, it could be just an assumed value. There could be marked differences in price when you actually sell. Your assumed price does not include incidental expenses.
– If you have alternate investments like arts etc., then the valuation you have given to it is a pure assumption. It just depends on buyer’s willingness to pay.
NRI Money Clinic is a YouTube channel created by Dr. Chandrakantha Bhat , an investment consultant and financial planner in Dubai . It aims to spread financial literacy and educate on money matters for resident and non resident Indians . The channel discusses subjects like Fixed Deposits , Taxation , Mutual Funds , Insurance , Specific Issues pertaining to NRI community and every other investment opportunity. Dr. Chandrakantha Bhat can be reached on Whatsapp on +971 50 148 4595
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Links to my previous videos:till now
6 COMMON MISTAKES DURING RETIREMENT https://youtu.be/ivus9eJWKXM
Why Investors Fail ? https://youtu.be/c8jxppcdXhs
Budget 2020: Impact on NRI’s (Part 2) Who and When Will They Get Affected?: https://youtu.be/Hq5iPSEWcAI
Budget 2020: Will NRI’s Overseas Income Be Taxed Now? (Part 1) NRI Money Clinic: https://youtu.be/uXM9AKo9HrM
Why You NEED an Emergency Fund! by Dr Chandrakanth Bhat NRI Money Clinic:
https://youtu.be/fBm8bokZI0c
Role of a Financial Planner: https://www.youtube.com/watch?v=KZPnnn3NqyM
What is the meaning of money? : https://youtu.be/AAxQ4ywScos
6 steps to generate good returns on your investments – https://youtu.be/AAxQ4ywScos
Why you should watch this channel – https://youtu.be/rgsHfw41W_8
Don’t Buy a Life Insurance Policy Until You Watch This! https://youtu.be/q0adm_CKvew
Why are your mutual funds not showing the returns?https://youtu.be/28TfBq_OGx8
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