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Why didn't I get 28% return on my portfolioVishal Dhawan, Plan Ahead, Mumbai

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Key Take-Aways
  • Framing bias explains how we tend to draw different conclusions depending on how the information is presented.

  • By comparing equity level return at index level of 28% for 2017, some investors were disappointed by their portfolio annualized performance of 12-13%.

  • However, looking at Sensex performance from 2014-2018, returns are in single digits annualized.

  • Look at what were the return estimates that were built in when the investment first started. Get the frame of reference right to see if the portfolio return is acceptable.

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SANJAY KAPOOR ARN NO :136963 SOUTH WEST DELHI, 03 Aug 2018

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