PRACTICAL GUIDE · UTILIA WORK
Is your investment profitable? Five mistakes that change the answer
Look beyond the advertised percentage.
1 min read
1. Forgetting fees
Charges reduce the gain.
2. Confusing gross and net returns
Expenses and taxes matter.
3. Ignoring time
A 10% gain over one year is not equivalent to the same gain over five years.
4. Overlooking inflation
Real returns account for purchasing power.
5. Forgetting risk
Past performance does not guarantee future gains.
General educational information. Examples are illustrative; check the conditions and rules applicable to your situation before making important decisions.
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