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EP # 164 | How to Evaluate Investment Performance in Retirement
Wondering if your retirement portfolio is really performing well? In this episode of Your Retirement Planning Simplified, Joe Curry explains why comparing your portfolio to indexes like the TSX or S&P 500 can be misleading. Learn how to evaluate investment performance based on your personal goals, asset mix, and income needs — not on market headlines.
Key Takeaways from this Episode
Stop Comparing to the TSX. Your retirement portfolio is designed for stability and income, not for competing with stock indexes built for accumulation.
Diversification Is the Real Benchmark. A well-structured…
The skinny
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