Gauging Against Benchmarks 101

Investment returns are generally compared against benchmarks to gauge performance. Yet, yesterday’s big gainer is rarely tomorrow’s winner, and comparison against a benchmark can do more harm than good.

Whether its with indexing or individual equities setting up a plan, and ignoring the noise can be important for multiple reasons. A long term focus will always win out over the short term. Being focused on short term barometers can hinder long term performance.

GWA Cast Discussing Benchmarks

Get a deeper understanding on this subject. Listen to the cast. Take your knowledge to the next level.


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Thanks for joining me on this Greenworth Investcast.   I hope you found the presentation enjoyable.  

Please remember that I am not your advisor, and the information presented in this cast are opinions only, and are not a recommendation to buy or sell any of the investments or products discussed.  As a disclosure, I or my clients may, or may not own any of the products discussed today or in the future.  Before investing in anything seek the advice of a professional to protect yourself.  

A special thanks to Joseph McDade for the music background, and you can find his songs online at

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