Financial Wellness – Methodology for Stock Portfolio using Pareto and Quadrant Analysis
Background: This write-up is part of what we call "Financial Wellness". Many of us blindly pursue an investment strategy based on a family advisor or an agent who makes lot of money and provides some assistance. The framework (developed by Raj Mehta) provides insights on assessing the portfolio and identifying ways to enhance the health of the portfolio. The financial wellness is NOT financial freedom NOR it has anything to do with investment. It is about how you feel related to your finances. The details below provides you a methodology to assess your health and in the process enhance the