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In my last post, I ended by talking about relative performance. I kinda wanted to clarify a few things since I may not have been as clear as I wanted to be.

The investment portfolios I construct for client’s are (almost always) directly related to what the financial plan tells me we need to return, in order to achieve the client’s stated goals. Each situation is customizable and unique.

In the last post, I mentioned 8.9% as the hypothetical return needed. Typically, based on historical returns and plan assumptions, I will construct a portfolio of stocks, bonds, managed futures, etc. that will put us slightly above that 8.9% number.

Continue Reading “Relative performance can be relative”