Why Isn’t My Portfolio Keeping up with the Stock Market?

Why Isn’t My Portfolio Keeping up with the Stock Market?

Why Isn’t My Portfolio Keeping up with the Stock Market?

  • As the S&P 500 index and the Dow Jones Industrial Average (DJIA) reached record highs through the third quarter of this year, many investors are asking: “Why isn’t my portfolio keeping up with the stock market?”
  • This week’s Thought for the Week provides the proper context in which to address this question and help ease clients’ frustrations when evaluating portfolio performance.

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The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA.  It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.

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