A Performance Tape Measure: How to Benchmark Your Portfolio

by John Markese

A Performance Tape Measure: How To Benchmark Your Portfolio Splash image

Typically, investors accumulate mutual fund investments—and now also exchange-traded fund (ETF) investments—in 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:

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