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

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Manage episode 420497034 series 3571300
Content provided by Jeff Harrell | Are You FI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Harrell | Are You FI or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

  continue reading

15 episodes

Artwork
iconShare
 
Manage episode 420497034 series 3571300
Content provided by Jeff Harrell | Are You FI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Harrell | Are You FI or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

  continue reading

15 episodes

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