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US Stocks

How Should I Know If My Diversified Portfolio Returns Are Good Enough?

By Blog

It’s not easy for a diversified investor to know what their investments should be returning over most time frames. Just because the S&P 500 is up 15% this year, should you be too?  The S&P 500 plus dividends was up 40% over the past twelve months, but since you have a diversified portfolio, what is a normal return for you over the same period?  For any short-term period, like a year, how do we know if we’re still on track, or if our returns show something has gone wrong? Given the amount of media coverage large cap US stocks receive…

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