- Comparing funds to each other
- You could be comparing different investments and the comparison is irrelevant
- Same goes for rate of returns between two portfolios
- Comparing your portfolio to the S & P 500
- Comparing to an index is irrelevant
- Are your investments doing the best they can and am i on track to have the future i want to have
- That is the best questions to answer
- Investments doing the best they can is not about a rate of return
- It is only a snapshot in time
- How can you do a comparison if you are a long term investor?
- Do you know where the greatest risks lie in your portfolio?
- DO NOT post yourself at risk for not achieving your goals
- If the reasoning to justifying your portfolio return is by comparing it to an index you are not investing with clarity
- You don’t make or lose money until you sell
May 10, 2018