A Performance Tape Measure: How to Benchmark Your Portfolio
by John Markese
Typically, investors accumulate mutual fund investmentsand now also exchange-traded fund (ETF) investmentsin brokerage accounts, 401 (k) plans, IRAs and other retirement plans. These funds, and other investments, form the basis of our financial plans and are the vehicles that drive our financial goals.
In order to make sure we are on track to achieve these goals and to assess our investment decisions, we have to measure:
In this article
- Benchmarking Basics
- How It Works
- Appropriate Benchmarks
- A Benchmarked Portfolio
- A Three-Year Comparison
- Resources for Benchmarking Your Portfolio
- Mutual Fund Monitoring
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