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We looked at “How Investors Use ETFs”.

Today we consider how financial advisors use exchange traded funds (ETFs) in their business. 

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Compare Performance to Peers

On 05/18/2011, in Investment Strategies, by Jordan Wilson

If you create a portfolio of individual stocks and bonds, it may be unique to you.

Creating a benchmark may take a little work.

If your invest in index funds, you will be able to easily find a relevant benchmark.

But I suggest you do not stop there in comparing your portfolio performance.

A great way to assess fund performance is to also compare results against the fund’s peers. 

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Fund Performance is a Relative Concept

On 09/28/2010, in Mutual Funds, by Jordan Wilson

Investment returns are difficult to assess in isolation.

What does it mean if an asset has an annual return of 10%? Is it good, bad, or average?

To answer that, results must always be placed in context to be of any informative value.

That brings us to the topic of relative performance.

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