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The Long Term Investor

How to Measure the Success of Your Portfolio (EP.87)

Feb 15, 2023
11:21

Measuring the success of your portfolio is important for several reasons, but most people don’t know how to properly measure the success of their portfolios.

 

Listen now and learn:

  • The purpose of a benchmark for your investment portfolio
  • The difference between Portfolio-Based Benchmarks and Goals-Based Benchmarks
  • Meaningful questions to ask when evaluating performance

 

 

 

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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