Benchmarking Performance Of A Diversified Portfolio

Craig Israelsen
06/23/21 4 PM EST
Live CPA
Program Id: 231994067

Benchmarking Performance Of A Diversified Portfolio

Diversified portfolios of mutual funds and ETFs, by definition, include a variety of asset classes, such as domestic and non-US equity funds, fixed income, real estate, commodities, etc.

How do you benchmark the performance of the portfolio?

Clearly, the S&P 500 index is not the best benchmark because it is a 100% equity index.

Is there an index that would better represent a well-diversified portfolio? Yes, there is. Join us and find out.

This class equips financial professionals to teach consumers how to benchmark their portfolios fairly and can help advisors prevent pre-retirees from making the common mental mistake of comparing their portfolio to the S&P 500.

Craig Israelsen, Ph.D., began teaching this course about low-expense investing on Advisors4Advisors in April 2009. All his classes are archived for members to view.

For three decades, Craig has helped define best practices in managing portfolios. Since 1996, he publishes his research monthly in Financial Planning magazine. He's also been a longtime contributor to AAII Journal. Craig also has taught about family financial management at universities for over three decades. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University and teaches classes toiard  earning a CFA charter.  

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This webinar is pending eligibility for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, and PACE credit toward the CLU® and ChFC® designations, and it is eligible for live CPA CPE credit.

The Impact of Asset Allocation On Retirement Income

Trade-offs in retirement using two popular withdrawal strategies. How much is withdrawn from a retirement portfolio each year is obviously influenced by the asset allocation of the portfolio, but just how much? And what are the trade-offs in choosing to build an aggressive or conservative retirement portfolio?

A4A members must log in to view the full article, which is reprinted with permission from the American Association of Individual Investors. © 2021.


Low-Expense Investing Course By Craig Israelsen  

This learning objective of this monthly series of classes by Craig Israelsen, Ph.D., since inception in April 2009, is to teach professionals advising clients on tax, financial and investment planning how to build low-expense broadly diversified core-portfolios, applying modern portfolio theory statistical techniques and quantitative financial economic analysis. 

Although each class teaches a solution to one of a broad array of investment problems practitioners face every day, the main point of each class targets fiduciary practices on designing broadly diversified core portfolio models for 10-basis points, employing indexes and ETFs, and earning fees for personal tax and financial planning services, or specialized investment advice.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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