How To Measure Portfolio Performance

How can I tell how well my portfolio is performing?   Through this podcast, it's Richard Oring's goal to educate listeners about managing their money.  Today, he and Jag look at different ways to evaluate the performance of your portfolio.

First, it's important to understand your strategy and overall objective - is it retirement, savings or something else?

Next, we look at total return- and the elements that come together to give you a total return. Then, what time periods do we use to evaluate total return?  And what benchmarks can we use in this analysis?

Rich then breaks down some market turns in a way for us to understand, including standard deviation, beta, alpha, R-squared, Sharpe Ratio and Sortino Ratio.

More: https://www.investopedia.com/
https://seekingalpha.com/


To talk to Rich thee terms or anything related to your financial future, reach him at [phone], extension 126,  go online to https://ncfg.com/, or send Rich an email.  [e-mail].