I have today finished and uploaded my thoughts on the subject of benchmarking for funds and portfolios, something that has popped up a couple of times in training sessions.
The subscriber only article is under the Real World menu https://www.itsnotharry.com/benchmarks-a-thorny-subject/
My experience is that investors think they ought to be looking at benchmarks but find the subject confusing and give up. That may not be a bad thing! I jest a little! Hopefully the article will throw some light on the subject. As always I am happy to give technical support to any subscriber who needs it.
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