Blog Archives

Beware of Skewed Performance Comparisons

Many people and fund companies still use inappropriate benchmarks for measuring investment performance. Instead of getting truthful results, investors are given a distorted perspective of performance which leads to mistaken conclusions.

(Audio) Ron does a Portfolio Report Card on a $26.9 Million Investment Account

The mutual fund industry’s (NasdaqGS:MORN) widespread use of peer group comparisons is a prime example of using erroneous yardsticks.

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What’s the Proper Way to Measure Your Portfolio’s Performance?

Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA) are still measuring their performance versus the S&P 500 (NYSEARCA:VOO)? Shouldn’t they be using a blended 80/20 passive benchmark to do a proper apples-to-apples measurement?

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