How can you assess your investment portfolio’s performance in 2018? The year was full of wild swings in the financial markets, so your own results may well have bounced around quite a bit, too. But you can still get a clear picture of how you did if you keep your investments’ returns in the proper perspective – by making sure your expectations are relevant, realistic and reviewed.
Let’s look at how these terms can apply to a meaningful evaluation of your investment progress:
Relevant – Many investors compare their portfolio returns to a popular market index, such as the S&P 500. But ...