"We took advantage of some of the new issuance in January but we've been becoming more cautious in our benchmark portfolio, but that's purely tactical because we're waiting for new supply to come, " she said.
Following that, Schwab will unveil something called "Portfolio Tracker, " which will allow investors to benchmark their portfolio against standard indexes and identify underperforming segments.
The portfolio trailed that blended benchmark by 3.5 percentage points over the previous 12 months.
Want to find a benchmark for the Vanguard Managed Payout Portfolio?
When reviewing your annual statement, make sure to understand exactly how return is calculated and whether the advisor is using a valid benchmark comparison for the holdings in your portfolio.
The GARS portfolio beat every major equity benchmark around.
FORBES: The 'Secret Sauce' Of A Mutual Fund With A One-Track Mind
Result: Orbis Global's portfolio usually looks nothing like its benchmark, the FTSE World Total Return index.
Despite being a broader portfolio tracking a more widely followed benchmark, its small asset base provides a shallow market for its shares.
Ward's portfolio has risen 1.7% against the benchmark MSCI Asia Pacific Free ex-Japan index, which has fallen 13.3% since February.
He says that higher than benchmark weightings are justified in these markets but discourages investors from putting too much of their portfolio in emerging markets--15% to 20% is probably a more appropriate allocation.
If my financial plan is my benchmark, then I can look and see, based on how much I need to have on my portfolio at any point in time, how am I doing relative to that?
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