How do I choose an investment benchmark for my portfolio?
Choosing an investment benchmark involves considering your investment goals, asset allocation, and the types of investments you hold. What specific assets are you looking to benchmark?
I'm primarily investing in stocks and bonds.
For a portfolio with stocks and bonds, you might consider using a blended benchmark like the S&P 500 for stocks and the Bloomberg Barclays U.S. Aggregate Bond Index for bonds. Would you like to know how to calculate your portfolio's performance against these benchmarks?
Yes, that would be helpful!
To calculate performance, compare your portfolio's returns to the benchmark's returns over the same period. You can also adjust for risk by looking at metrics like the Sharpe ratio. Do you need help with specific calculations?
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