How to build a benchmark to understand your true performance

Описание: To build a benchmark that truly reflects your portfolio, match each asset class with a relevant index and weight them according to your actual allocation. This blended benchmark gives a more accurate comparison than using a single stock index, helping you assess real performance based on your strategy.

Follow Us for More Financial Insights!

🌐 Website: https://advisor.wellington-altus.ca/a...

🐦 X (Twitter): https://x.com/ageswealth

📸 Instagram:   / ageswealth  

🎵 TikTok: https://www.tiktok.com/@ageswealth?la...

#Toronto #Vaughan #Markham #Aurora #Burlington #Newmarket #KingCity

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.

©2025 Wellington-Altus Private Wealth Inc., ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.