If you’re investing in stocks and bonds, you have surely wondered how your portfolio is doing, and how you should expect it to do going forward. Performance is relative. We would evaluate an active fund manager against an index to see if they are delivering better returns than passively holding the market - they rarely do.
I’m Ben Felix, Associate Portfolio Manager at PWL Capital. In this episode of Common Sense Investing, I’m going to tell you about past and expected financial market returns.