Category: Archive
February 16, 2011
By Staff Reporter
By Kevin Fitzgeral
Several years ago, I started investing in stocks and bonds mostly through mutual funds. I know the market has been doing well and many of my friends seem to be getting great results. I’m just not sure how to tell how well I am doing?
— M.O. Bronx
When you want to evaluate your investment returns, what do you compare them to? Do you compare your returns to those of friends and neighbors, or maybe to random market indexes? If you do, you may be losing your performance perspective. To fairly evaluate your investment manager or a portfolio of investments, you and your investment executive should determine how well they have performed in relation to: