This is probably a pretty dumb question, but here goes.
I've had the majority of my savings invested in a managed fund for about 8 years now, along with a margin loan. I've made regular contributions, coupled with increased applications from the loan.
Right now, I want to get an overall picture of the fund's performance over time. Specifically, to answer the question of whether its overall performance has been good enough to cover the interest on the loan, and justify the rather high management and advisory fees. Would it have been better off elsewhere, and do I want to stick with it or reconsider?
Although the portfolio has been tweaked by my advisor over time, I've mostly treated this as a set-and-forget investment and haven't looked at it closely. I've of course got 8 years worth of statements from the fund and loan provider but now I'm not quite sure where to start. I don't want to miss anything. Any advice?
Submitted March 19, 2018 at 02:46AM by we_are_devo http://ift.tt/2pp8QuE