Getting A More Accurate Assessment of Your Portfolio's Performance
How do you measure the success of your portfolio? If youâ€™re like most investors, you probably compare the performance of your portfolio to a major index, such as the S&P 500. But this might not be the best approach. Often, investors wonâ€™t see the same gains in their portfolios as they do in the S&P, mostly because the S&P 50 is cap weighted.