My Investments Are Doing Awesome (Or Terrible)…How Do You Know?

Show Notes

Perception is often not reality. Everyday investors would do well to keep this in mind while reviewing their investment accounts. Unfortunately, many investors’ lack of understanding about performance has cost them dearly over the years.

Gaining a better understanding of this will better equip you to compare your results to relevant benchmarks, thereby improving your ability to evaluate your returns.

With a short math lesson, Jeff Harrell teaches you how to calculate investment performance. Tune in to this mini masterclass to get a better grasp on the differences between a personal rate of return and a time-weighted rate of return.

(Season 1 Episode 5)

Podcast produced by Ted Cragg of

Music Credit: Dream Cave / Adventure Awaits / courtesy of

Investment Performance,5,