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Getting your portfolio audited?

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Money Talk > Investing, Stocks and Bonds

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Radix3d
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Getting your portfolio audited?  Reply with quote  

So how would you go about getting your investment portfolio audited? I've beaten the SP500 by a substantial amount for years and for employment purposes I'd like to be able to prove it. Any suggestions?
Post Thu May 02, 2013 11:14 pm
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blixet
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Two separate issues. Documenting one's performance and attributing out-performance relative to a particular benchmark to skill.

I'd think many broadly diversified, global portfolios beat the S&P 500 over the last dozen years. What that says to me is that the S&P 500 is a poor benchmark which is not reflective of the portfolios' actual allocation or style.

Not to imply anything about this specific situation as I know nothing of the particulars, but unless the investment style has been exclusively large-cap U.S. stocks, I'd be unconvinced and little skeptical.

Personally, I use a composite global benchmark weighted to both my model and my actual allocations for comparison purposes. And even then with a dozen years of data, I don't trust that it is significant evidence of the triumph of skill over luck (despite what I'd like to believe) . Laughing

Information is more valuable sold than used – Fischer Black
Post Sun May 05, 2013 1:58 pm
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Garson
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"When I applied for studying in England, there were some most major parts of the portfolio: 
1) grades at university (during the bachelor program); 
2) scientific work (different articles and participating in webinars or Weeks of Science and so on);
3) life outside the university. That was about volunteer programs and other events. As I got it, you show here yourself as a personality. By that time I had already participated in three volunteer programs with https://volunteercentrecounty.org/ and this was the great advantage of my portfolio! Now I am still a volunteer when I have time for this and I enjoy it!
So, maybe trying to be a volunteer could be good advice not only to make your life more exciting but also to make your portfolio better!"
Post Sun Oct 25, 2020 9:57 pm
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