Performance

July 6, 2022

Understand returns on your investments over time and how they're contributing to your goals. Or explore other investing topics:

How Should You Measure Your Portfolio's Performance?

Almost everyone wants high returns from their portfolio, but how do you know if you are using the right benchmarks to measure those returns?

Does Your Portfolio Need Adjusting?

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.