Dean was frustrated with his portfolio performance. He was having trouble understanding why he consistently averaged so much less than what the long term market averages indicated. Dean wasn't sure what was causing the difference. We educated Dean on how to analyze his portfolio, specifically for performance issues, overlap and skew.
People often hear about long term market averages and wonder why their portfolio isn't producing the same results. In this episode Mary Sterk discusses ways to analyze your performance and holdings to try to boost your portfolio results.