Tag Archives: Portfolio Performance

Measuring the Market

Have you ever wondered what stock market professionals and equity analysts talk about in their spare time?  Recently, the Bloomberg website featured a debate about something that is getting a lot of attention recently: the historically high, and still-rising U.S. stock market valuations.  People have been willing to pay more, and more, and more for a dollar of corporate earnings.  What does that mean about future returns?

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What Does It Mean When Your Portfolio Is Up 10%?

You receive portfolio performance reports every three months—a form of transparency that financial planning professionals introduced at a time when the typical brokerage statement was impossible to decipher.  But it might surprise you to know that most professionals think there is actually little value to any quarterly performance information, other than to reassure you that you actually do own a diversified portfolio of investments.  It’s very difficult to know if you’re staying abreast of the market, and for most of us, that’s not really relevant anyway.

Why?

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