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Do you know how to evaluate the performance of your investments? Ask yourself these questions--Is my portfolio performance strong, or not so strong? Should I be doing something different? Should I be adjusting my risk tolerance? In this week’s episode of The Market Call Show, I give tips on what to look for when evaluating your investments and how to tell if your investments are doing well based on your personal benchmarks and goals.
In this episode you'll hear:
- Should you use the S&P 500 as a benchmark?
- What it means to beat taxes and inflation
- What everyone wants and needs from an investment portfolio: Preserving capital, growing capital, and providing income
- Blended benchmarks
- Performance attribution
- Allocation Effect, Select Effect, and Interaction Effect
- Time is a key element
- Time weighted returns
When you are ready, here are some ways we can help YOU with your investing and financial planning:
- Try the new RISK NUMBER SCORECARD
Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv
- Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity
If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/
You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/shop-books
- Work with me one-on-one
If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom