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What factors should I judge a RIA on
Understand the terms associated with each RIA before investing.
- Rationale: Each RIA has a principle or reason to help you understand why you should invest in it. Eg: Brand Value RIA consists of companies that will benefit from an increase in branded goods consumption in India
- Volatility: Understanding volatility while investing is as important as analyzing returns. Stock prices move up and down daily, resulting in fluctuating investment value. Each RIA shows the volatility. You can make an informed decision and prepare yourself for the volatility associated with the RIAs.
CAGR (Compound Annual Growth Rate): CAGR indicates the average yearly return generated by a RIA since launch.
- Minimum Investment Amount: It suggests the minimum amount required to invest in all constituents in the prescribed weighting scheme. Watch this video to understand more
Further Reading:
How do I choose a RIA to start investing in?