In this episode, Mark talks about that one of the biggest challenges for an investor is to determine how well his or her portfolio is performing. Unfortunately, most published advice is incorrect. That’s because it usually encourages comparison to an irrelevant index or too generic of a model portfolio. In Mark's opinion, the right way to benchmark a portfolio is to take into several factors into account, such as investment risk, cost and expenses, investment horizon, diversification etc...
December 29, 2016