Benchmarking - My Own Advisor

Benchmarking my portfolio – June 2022 update

Posted on June 13, 2022 by Mark | 8 Comments

Benchmarking my portfolio – June 2022 update A benchmark is a standard or measure that can be used to analyze the allocation, risk, and return of a given portfolio. A variety of benchmarks can be used to understand how a portfolio…

Stop obsessing over benchmarking your portfolio

Posted on April 5, 2021 by Mark | 24 Comments

Stop obsessing over benchmarking your portfolio Benchmarking certainly has its virtues but by no means is this work essential. In fact, I would suggest you stop obsessing over benchmarking – that includes benchmarking your portfolio. Same goes about obsessing over…

Benchmarking my portfolio – January 2018 update

Posted on January 9, 2018 by Mark | 39 Comments

Benchmarking my portfolio – January 2018 update Inspired by other blogposts of late, regarding their net worth updates and various benchmarking returns for 2017, I thought I’d share my own update on our portfolio given the birth of another investing…

Benchmarking my portfolio

Posted on May 31, 2016 by Mark | 37 Comments

Benchmarking my portfolio Investors tend to gravitate to financial products before financial plans. I believe that is a mistake. I believe regardless of whether you own mutual funds, Exchange Traded Funds (ETFs) or invest in some individual stocks for passive…