Does Your Portfolio Need Adjusting?

December 3, 2018
Calculating the performance of your portfolio can be tricky. If you don't get it right, you might not be able to answer the pivotal question of whether or not you need adjust your mix of investments. How do your built-in biases affect the way you think about your investments' performance? In this episode, Mark Riepe looks at some ways to mitigate common errors and avoid miscalculating past performance.

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After you listen

  • To learn more about Schwab's perspective on the fundamentals you need for investing success, visit schwab.com/principles. The first of our seven investing principles is to establish a financial plan based on your goals.
  • You can also talk to Schwab about your portfolio performance. Call us at 800-355-2162 or visit a branch near you.
  • To learn more about Schwab's perspective on the fundamentals you need for investing success, visit schwab.com/principles. The first of our seven investing principles is to establish a financial plan based on your goals.
  • You can also talk to Schwab about your portfolio performance. Call us at 800-355-2162 or visit a branch near you.

What's an acceptable level of performance for your portfolio? Before you can answer that question, you first have to be sure you're calculating your returns correctly. Even professionals get it wrong sometimes. In this episode, Mark examines how the availability heuristic and confirmation bias could affect your ability to make the best decisions with your portfolio.

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

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