ACTV - Benchmarking Your Portfolio May Have More Risk Than You Think

2024-05-21 13:04:00 ET

Summary

• During ripping bull markets, investors often start benchmarking.
• The rise in indexing has resulted in a concentration of dollars into a decreasing number of assets.
• While an active manager focusing on “risk” may underperform during a bull market, preserving capital during a bear cycle will salvage your investment goals.

During ripping bull markets, investors often start benchmarking. That is comparing their portfolio’s performance against a major index - most often, the S&P 500 index. While that activity is heavily encouraged by Wall Street and the media, funded by Wall Street, is benchmarking the right for you?...

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