Benchmarks matter.  Investors who are serious about their performance in the markets need to be aware of their performance against relevant benchmarks.  However for many individual investors getting caught up in the relative performance game can be harmful to their portfolios.  In the end, investors are investing for a series of goals:  home, college, retirement, etc.  Investors spooked from the market or chasing the latest investment fad are unlikely to meet these important goals.  Ultimately the right benchmark for you is a personal one.  However it must be one that is both measurable and tracked on a regular basis.  In today’s screencast thinking about the idea of your proper personal benchmark.

Posts mentioned in the above screencast:

Wall St. movie scares investors.  (Marketwatch)

The story of how long-term investor has made money focusing on quality.  (Bloomberg)

If beating the market isn’t the right goal, what is?  (Random Roger)

What an investment adviser actually does.  (The Reformed Broker)

On the importance of measuring performance.  (Abnormal Returns)

Slow and steady wins the race.  (Behavior Gap)

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.