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How to Evaluate Your Portfolio This Year

Stock quotes in this article: XLF , AIG , ^VIX  

As 2008 winds down, it is time once again to take that annual retrospective (and introspective) look at your investment portfolio.

In "How to Measure Your Investment Performance," I presented my grading system for evaluating your investments. To refresh your memory, the following is my system. (Please note: Performance should be calculated after you subtract all fees and expenses.)

  • Grade A: Your rate of return substantially outperformed your benchmark by more than 5.00%.

  • Grade B: Return performance beat your benchmark by at least 0.25%, but less than 5.00%.
    • ...

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