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Common Investment Benchmarks

On 05/06/2011, in Investment Strategies, by Jordan Wilson

Investors can select from a wide variety of ready made financial benchmarks for their investment portfolios.

An appropriate benchmark should reflect your actual portfolio as closely as possible. An apples to apples comparison.

The chosen benchmark should also be easy to calculate for comparative purposes. If you cannot get access to timely data, even the best of benchmarks will be of little practical value.

Today we shall look at common benchmarks used by many investors. 

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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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Assessing Investment Returns

On 06/19/2010, in Investment Concepts, by Jordan Wilson

In our first look at investment returns, we reviewed a few common return calculations.

If you know the formulas, the calculations are quite simple. The key is to know what is included and excluded from the different returns.

But even with the hard calculations, returns can mean different things to different investors.

Today we will consider some of the qualitative aspects in evaluating investment returns.

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