LATEST FEATURE ARTICLE:

Benchmarking Your Investment Returns With a Computer

November 19, 2016

Benchmarks help inform investors as to the financial value they are receiving for the fees they pay. Are you earning less than the market? In other words, are you paying 1.0% or more in fees and getting less than market returns, while your neighbor is getting market returns and paying 0.1%, or 1/10th of what you pay in fees?

If you are an investor and do not use a benchmark to measure your portfolio, you are basically flying blind. Benchmarking returns give investors an idea of what returns they are getting in relation to the market. If you are personally managing your own money and are performing worse than the market while incurring more costs along the way, wouldn’t it make more sense to invest in an index mutual fund or exchange-traded fund (ETF) to capture market returns at less cost and not have to worry about trying to actively manage your money?

Even if you have a personal adviser who manages your money, it’s important to benchmark the adviser’s performance.

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Feature Archives

Buying a Computer

Trends in the computing industry and issues to consider before purchasing a new computer or upgrading your current system.

ETFs

Analyzing, selecting and trading exchange-traded funds

Investor Sentiment

Using investor sentiment to indentify tops and bottoms in the market.

Market Breadth & Timing

Market breadth and momentum indicators to gauge the market's overall direction.

Mutual Fund Screening & Analysis

Screening for and analyzing mutual funds.

Online Discount Brokers

In-depth reviews of online discount brokers and their tools, features and flaws.

Portfolio Management

Constructing a portfolio of investments and the issues involved, including risk management.

Software Reviews

In-depth reviews of some of the most popular investment-related software.

Stock Screening & Analysis

How to filter for prospective stocks, plus techniques and resources for analyzing individual stocks.

Stock Valuation

Determining the "true worth" of a company.

Technical Analysis & Charting

Using technical indicators and charts to help time your buy and sell decisions.

Tax Preparation

Using computerized tools and resources to prepare and file your personal income taxes.

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