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You are here: Home / Archives for Portfolio Management / Benchmarks

Serious Investors Benchmark Their Portfolio

September 20, 2013 By Lowell Herr

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of bench-marking. In

Filed Under: Benchmarks, Critical Material Tagged With: Benchmarking

Portfolio Benchmarking: Looking Beyond Portfolio Returns

March 11, 2021 By Lowell Herr

In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking.  Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link

Filed Under: Benchmarks Tagged With: Benchmarks

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