What does your portfolio valuation mean?

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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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