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What are some important questions to ask myself when managing my investment portfolio?

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Question added by Nuridin Islam Diab , Training Manager , Bbusinesss LLE
Date Posted: 2016/04/13
Nuridin Islam Diab
by Nuridin Islam Diab , Training Manager , Bbusinesss LLE

Some of the important questions to ask yourself include:

1. Is this investment complying with the rules of the Islamic Shari^ah?

2. What capital have I committed to investing in various investment channels? Am I re-investing the proceeds? If so, into what investment?

3. Is my investment portfolio out of balance? If so, what are the areas of concentration?

4. What is the value of each category of investments in my portfolio, and what would I like it be today, and in the near and long-term future?

5. What have I learned from the losses I made in each investment category?

6. What investments am I thinking of acquiring next, when, how much and why?

7. Will I sell something to do this, or will I invest new capital?

8. Who are the potential investors I can team up with to do shared investments? Are they trustworthy and experienced investors?

9. Have I studied the chapter of Zakat with a trustworthy scholar?

 

10. Am I keeping track of the timing and values of my investment proceeds to pay Zakat on them when Zakat is becomes due?

Thanks for the invite I agree with your answer

You need to know at which point to stop and reevaluate your portfolio as a whole 

Ahmed Mohamed Ayesh Sarkhi
by Ahmed Mohamed Ayesh Sarkhi , Shared Services Supervisor , Saudi Musheera Co. Ltd.

simply make stop lose point and stop win point with my deadline

 

TARIG BABIKER AL AMIN
by TARIG BABIKER AL AMIN , Head of Planning and Studies Unit , Sudanese Free Zones and Markets Co.

Do you think markets are efficient

If you actively manage the portfolio by changing the asset allocation, how do you determine what asset classes are good and bad value propositions

How do you make investment decisions

How have you performed throughout a complete market cycle

When was the last time your investment process failed

Are your returns back-tested

Osama Alia
by Osama Alia , Freelance consultation (Financial Management, Banking) , Freelance CFO

When managing my portfolio, I have to ask my self two important questions; first, What are the risks associated with each investment? And how to mitigate them? Second, What is the yield of each investment?. According to the answers of these two questions and with relation to my risk appetite I can manage my portfolio efficiently.

Ghada Eweda
by Ghada Eweda , Medical sales hospital representative , Pfizer pharmaceutical Plc.

Agree with answer given by Mr. Nuridin Islam Diab . Thank you 

مها شرف
by مها شرف , معلمة لغة عربية , وزارة التربية السورية

I agree with Mr Nuridin answers, thanks for the invitation. 

Mushreq Abdulmajeed
by Mushreq Abdulmajeed , Senior Project Supervisor , Lagoon Spring Company

Thank you

I leave the field to experts

حسين محمد ياسين
by حسين محمد ياسين , Finance Manager , مؤسسة عبد الماجد محمد العمر للمقاولات العامة

agree with answers >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Abdulrahman Murshid
by Abdulrahman Murshid , Purchasing Manager , Dr Hamid S. Al Ahmadi Hospital

1. Are these securities sharea complaint?

2. Did I make a fundamental analysis for the investment (company, industry, economy)?

3. What strategy I will follow for the portfolio? (Is it the Active or the Passive strategy)?

4. How well I'm diversifying my financial securities in the portfolio?

5. How many industries I am investing in?

6. Am I putting all my wealth in this investment? (all the eggs in the same basket)

7. Am I risk averse? To which level of risk I'm willing to accept?

8. What is my Required Rate of Return (RRR)?

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