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How to Evaluate your Portfolio’s Performance | AWM Insights #161
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Taking the time to review your portfolio’s performance is a great exercise, but it’s important to use the right tools and methodology to carry out an accurate evaluation.
It’s also critical to remember that everyone is playing a different game with different starting and ending points. This fact makes the standard returns you see online or on TV relatively important, but not the absolute target.
As our portfolios are custom-made to fit each client’s priorities, no singular benchmark or data point can give you complete context on how you’re performing or doing. The most meaningful metric will always be how likely you are to accomplish your goals and priorities.
Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network.
Episode Highlights
- 0:00 Intro
- 0:25 How should you start thinking about your portfolio’s performance?
- 2:32 One index is not enough to measure your portfolio’s relative performance
- 3:30 Why a custom portfolio approach needs a different method of performance evaluation
- 5:19 What indexes do we use to compare ourselves and how do we think about the results?
- 7:25 Why being a long-term investor is a rewarding rollercoaster
- 10:13 Text us!
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