How can I tell how well my portfolio is performing? Through this podcast, it's Richard Oring's goal to educate listeners about managing their money. Today, he and Jag look at different ways to evaluate the performance of your portfolio.
First, it's important to understand your strategy and overall objective - is it retirement, savings or something else?
Next, we look at total return- and the elements that come together to give you a total return. Then, what time periods do we use to evaluate total return? And what benchmarks can we use in this analysis?
Rich then breaks down some market turns in a way for us to understand, including standard deviation, beta, alpha, R-squared, Sharpe Ratio and Sortino Ratio.
More: https://www.investopedia.com/
https://seekingalpha.com/
To talk to Rich thee terms or anything related to your financial future, reach him at (609) 924-2049, extension 126, go online to https://ncfg.com/, or send Rich an email. [email protected].
08/09/22 • 21 min
Financial Matters with Richard Oring - How To Measure Portfolio Performance
Transcript
Gag:
Welcome back to Financial Matters with Richard Oring. I am John Gag, joined as always by Richard Oring from New Century Financial Group. Rich, good to be back with you, as always.
Rich:
Gag, it's great to be here. We're going to talk about a topic which I've been wanting to do for a while. I'm glad we follow your sitting down and going to record it.
Gag:
Yeah. You mentioned this to me off air, as we were planning out the show today, and I know you are very sa
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