Episode #13

Benchmarking Indexes

09.17.2024

As investors, we are constantly seeking ways to measure our financial success and make informed decisions about our investments. One common approach is benchmarking our portfolio against market indexes, such as the S&P 500 or the Dow Jones Industrial Average. These indexes provide a standard for comparison and allow us to gauge how well our investments are performing relative to the broader market. However, while benchmarking indexes can be a useful tool, it may not always be the key to financial success for most investors. Let's discuss the limitations of benchmarking indexes.