Are you the new Warren Buffett? You know you like hamburgers just like Warren does, but are you achieving similar investment returns?
returns
How to use expected investment returns to build or sanity check your financial plans
Escalating interest rates are widely thought to be bad news for stocks and bonds. Is this true? And if so, how grim can things get?
Do you like money more than glory? Then maybe you should ignore benchmarks, and also ignore your return numbers.
Morningstar’s Portfolio Manager is like having your own accounting slave to track every shimmy and dart of your portfolio.