Portfolio Evaluation Resources

Portfolio Evaluation

Resources

• Discussion Participation Scoring Guide.

Assuming you are managing your own portfolio, discuss whether you should evaluate your own performance. What would you compare your performance against?

Response Guidelines

Review the posts of at least two other learners and answer the following questions:

• Would you expect either a portfolio manager or a mutual fund manager to conduct an ongoing evaluation?
• How would you calculate the covariance of your selected asset classes?
• What benchmark or benchmarks would be appropriate by which to compare your own returns?