EPISODE · May 6, 2023 · 7 MIN
E163 - Are You Really Beating The S&P 500?
from Dividend Investing with Longacres Finance · host Longacres Finance
Many investors compare their personal returns to other investors or popular benchmarks like the S&P 500. But did you know that you may not be comparing apples to apples? The methodology used to compute the rate of return for a personal portfolio is not the same as the one used to track the performance of an index. If you're making such comparisons you need to understand the difference between a money weighted rate of return and a time weighted rate of return. I hope you enjoy the content! This episode was originally broadcast on my YouTube channel if you'd prefer to consume the content in video format you can use the link below https://youtu.be/rd6ZyI-23-k M1 Finance referral link: https://m1.finance/UNbCUpuP36lm Here is a link to my YouTube channel if you'd like to see more content from me https://www.youtube.com/c/LongacresFinance And a link to my Patreon page if you feel inclined to support the channel https://www.patreon.com/LongacresFinance Disclaimer: This is intended for entertainment purposes only and should not be taken as investment advice.
What this episode covers
Many investors compare their personal returns to other investors or popular benchmarks like the S&P 500. But did you know that you may not be comparing apples to apples? The methodology used to compute the rate of return for a personal portfolio is not the same as the one used to track the performance of an index. If you're making such comparisons you need to understand the difference between a money weighted rate of return and a time weighted rate of return. I hope you enjoy the content! This episode was originally broadcast on my YouTube channel if you'd prefer to consume the content in video format you can use the link below https://youtu.be/rd6ZyI-23-k M1 Finance referral link: https://m1.finance/UNbCUpuP36lm Here is a link to my YouTube channel if you'd like to see more content from me https://www.youtube.com/c/LongacresFinance And a link to my Patreon page if you feel inclined to support the channel https://www.patreon.com/LongacresFinance Disclaimer: This is intended for entertainment purposes only and should not be taken as investment advice.
NOW PLAYING
E163 - Are You Really Beating The S&P 500?
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m