Investing & Markets
The Big Question #5: How’s my return?
How is my return? The honest answer is that a single period's number means little on its own. This episode explains why investment performance should be measured against your personal financial plan and long-term goals, not market headlines or a friend's results, and why the right benchmark is whether you are on track.
How is my return? The honest answer is that a single period's number means little on its own. This episode explains why investment performance should be measured against your personal financial plan and long-term goals, not market headlines or a friend's results, and why the right benchmark is whether you are on track.
Key takeaways
- A meaningful answer to how is my return depends on your plan and time horizon, not one period.
- Returns are best judged against your goals and a relevant benchmark, not headlines.
- Short-term performance can be noisy and misleading without context.
- The key question is whether your portfolio keeps you on track to fund your goals.
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