I think all investors understand that fortune did not favour the brave in 2011. In fact if you invested aggressively you probably lost money; Greece the sequel saw to that. However let’s remember that aggressive investors are handsomely rewarded in the good years.
So in a year like 2011, how do you know how your investment adviser (we) did? You look to see how your adviser performed relative to other advisers. That’s where the AFI index on Trustnet can be useful. Continue reading “Benchmarking”