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by lizzy10
Fri Apr 21, 2017 8:08 pm
Forum: Investing - Help with Personal Investments
Topic: How to Track Previous Portfolio Performance in Keeping Pace with the Market
Replies: 6
Views: 515

Re: How to Track Previous Portfolio Performance in Keeping Pace with the Market

Thank you all thus far for your prompt responses, the the link for the advice for asking portfolio questions and the Portfolio Visualizer. I have some work to do. I also have additional questions on our situation and will post them when I get my bearings in this forum. The Portfolio Visualizer looks...
by lizzy10
Fri Apr 21, 2017 5:38 am
Forum: Investing - Help with Personal Investments
Topic: How to Track Previous Portfolio Performance in Keeping Pace with the Market
Replies: 6
Views: 515

How to Track Previous Portfolio Performance in Keeping Pace with the Market

Hi, Brand new to this forum and glad to be here. In March of 2016, my husband and I consolidated 900K of our IRA assets into a "managed account" (moderate risk category) that I do not believe is doing that well. I know that the equity market has done very well during the past 13 months and...

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