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Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
Contact
  • T613.237.5544 x 303
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Trick Questions and Portfolio Performance Reviews

February 1, 2018 - 0 comments

You’re meeting a friend over lunch and the subject turns to investing. “How are your investments doing?” your friend asks conversationally. Fortunately, having watched today’s video, you know to reply, “That’s a trick question.” 

You can’t really answer how your investments are faring unless you also consider … compared to what? So today, let’s talk about how to assess your portfolio performance from two vantage points. First, how are you doing in pursuit of your personal financial goals? We covered that in my last “No Dumb Questions.” Then, how are your holdings stacking up against other appropriate benchmarks?

That second comparison is where things get even more tricky. While we provide monthly market statistics on our website, there are several reasons popular indexes or other benchmarks by themselves should be handled with care.

Care to know more? Check out today’s video on the tricks of the trade. Then treat yourself to future segments by Subscribing to my YouTube channel, and Liking or Following me out in social media land.

By: Nancy Graham with 0 comments.
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