How Is Your Investment Club Doing?
Club Meeting Meeting-Benchmarking Your Portfolio

It's pretty well documented that if you want to lose weight, it helps to keep a record of what you're eating and to weigh yourself regularly.

If you want to go somewhere new, it helps to map out a route and follow where you are as you're driving.

In other words, if you want to reach a goal, you have more chance of doing so if you're measuring how you're doing as you go along.

If you want to do well as investors, one way to keep tabs on your progress is by benchmarking. Benchmarking is a comparison of your rate of return to the return you would have achieved if you'd invested in something other than your club. For example, in the bivio Quest For Positive Relative Returns, we compare your club rate of return to the rate of return you'd have had if you had invested in the Vanguard Index 500 fund.

The bivio performance benchmarking report is a powerful tool that uses your actual club data to give you a true apples to apples comparison of how you're doing. This makes it more useful than comparisons to market returns you'll sometimes see quoted by mutual funds and investment advisors.

Once you benchmark where you are, you have a better chance of figuring out what you might need to do to get where you'd like to go. If you're learning, this information can help you get better. If you're a pro, this information is feedback on how you're doing.

In this months Club Meeting Meeting, benchmarking will be our educational topic. We'll discuss what it is and how you might use it to help guide your investment choices.

We're meeting online this Thursday (July 7) at 8:30PM ET. It's free and everyone is invited!

Register Now!

Quest For Positive Relative Returns

See how your club is doing over time compared to a benchmark and to other bivio clubs. Join the bivio Quest for Positive Relative returns and we'll provide you with a graph like this so you can start monitoring yourselves:

Quest for Positive Relative Returns

All you need to do is email us at support@bivio.com and we'll make the graph for you. It's one of the special perks that comes with being a bivio club. We want you all to be successful investors!

See you online!

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