
Why the S&P 500 Is Probably the Wrong Benchmark for Your Portfolio (EP.266)
About this episode
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The S&P 500 may be the market benchmark everyone knows, but it probably isn't the right yardstick for your portfolio. In this episode, I explain how mismatched comparisons create unnecessary regret—and how a better benchmarking process can help you evaluate performance without abandoning a strategy that is working.
Listen now and learn:
► Why hindsight bias can make reasonable investment decisions look like obvious mistakes
► When the S&P 500 is an appropriate benchmark—and when it can mislead you
► The seven-part test for determining whether a benchmark truly fits your strategy
► Why even the right performance benchmark can't answer the question investors care about most
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
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