The Retirement Corporation of America

Frequently Asked Questions:


Q: How can I measure portfolio performance?



A: During much of the 1990s, many investors felt comfortable investing in stocks because of the large returns that were being delivered. However, when the market started its gyrations in year 2000, investors became less comfortable and started taking a more critical look at the performance of their portfolio.

The question most people ask is "am I doing better or worse than somebody else who has a similar investment objective and similar risk tolerance level?"


To find out, you need to "benchmark", which means figuring out how your portfolio and the individual pieces of it compare to some target.


How can I measure portfolio performance?

What is Comfort Stock?

What is Asset Allocation?

What is an "industry benchmark"?

What do the credentials "CFP" mean?

What is the difference between a value stock and a growth stock?

Can I protect a large concentrated position in one stock against severe drops in price?

How do I know if I have enough money to retire?

Whom can I talk to about my tax situation for the year that I retire?