Previous post Next post

7-30-24 Why Market Comparisons Can Hinder Your Portfolio’s Performance

Earnings season continues with 39% of S&P reporting this week; by week's end, 79% of companies will have shared results...and the buy back window opens anew. The Fed meeting begins today, with a slim chance for a surprise rate cut; a more dovish tone will encourage markets, however, and anticipate rate cut by September. Commentary on markets' 3% correction & Japanese Yen carry trade effects. Addressing the correct response to correction: Average returns are not the norm; risk on/off behaviors. Anchoring life events: What's the best anchoring for portfolios? Lance and Jon discuss a common mistake investors make when evaluating their portfolio performance, and explains why comparing your returns to the overall market is not always the best approach: The worst thing investors do is compare their portfolio to the market; media pundits often tout market returns, making investors feel inadequate; beating the market is not always the right goal for every investor; your portfolio allocation to stocks and bonds affects your performance; avoid the temptation to chase market returns and stick to your plan. Parsing the bad advice: How much do you need to retire (the 'What's your number' game). The biggest chunk of wealth comes from how much you can save. Could we have a 60% correction? Not likely, but we'll see it coming.

2:55 - Earnings Season Continues & Fed Meeting Today
14:28 - The Correct Response to Correction
29:58 - Market Comparisons Hinder Portfolio Performance
44:07 - Parsing the Bad Advice: What's Your Number?

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
-------
Articles mentioned in this report:
Bullish Years Often Have Corrections
https://realinvestmentadvice.com/bullish-years-often-have-corrections/
"Pullback Doesn’t Deter Investor Bullishness"
https://realinvestmentadvice.com/newsletter/
-------
The latest installment of our new feature, Before the Bell, "Was the Rally For Real?" is here:
&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our previous show is here: "What Does the Fear and Greed Index Mean for Investors? "
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1490s
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/

#PortfolioValue #MarketComparison #AssetAllocation #Stocks #Bonds #MarketPerformance #BeatingTheMarket #MediaInfluence #UnrealisticExpectations #InvestmentStrategy #PersonalFinance #FinancialAdvice #InvestorBehavior #EmotionalInvesting #LongTermPerspective #Diversification #RiskManagement #FinancialGoals #WealthBuilding #FinancialMedia #Markets #Money #Investing
Full story here Are you the author?
Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
Previous post See more for 9a.) Real Investment Advice Next post
Tags: ,

Permanent link to this article: https://snbchf.com/video/roberts-30-24-why-market-comparisons-hinder-portfolio-performance/

18 pings

Skip to comment form

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

This site uses Akismet to reduce spam. Learn how your comment data is processed.