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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