Скачать или смотреть Are You Really Underperforming? How to Benchmark Your Portfolio Properly

Many investors compare their portfolio returns to popular stock indexes like the S&P 500 or TSX Composite—but this can lead to misleading conclusions if your portfolio includes bonds, international equities, or alternative assets. A true performance comparison starts with a benchmark that reflects your actual asset mix.
This video breaks down how to build a blended benchmark using relevant indexes weighted to match your portfolio’s allocation. It also explains why retail banks often promote their own in-house mutual funds, embedding fees into A class fund MERs to keep assets and revenue internal. Understanding the difference between A and F class funds—and how MERs quietly impact your net returns—is key to evaluating performance accurately.
By the end, you’ll know how to build a benchmark that gives you a clear, honest view of how your investments are really doing—and whether your strategy is adding value beyond market movement.

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