7 Comments
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Nico De Pauw's avatar

Asking whether one manages to beat the index every year may end up being the more severe question.

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Kevin's avatar

True, but it can be dangerous to do so. I believe its better to set your own hurdle rate and try to achieve that. You can get swayed by other strategies seeing the markets rise or other investors achieve incredible results. Set your own bar and try to beat it is the more sane approach 😉

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Nico De Pauw's avatar

I keep both a minimum expected return and a benchmark to myself based on an all world investable index, which would be my lazy man alternative to the current strategy. If hypothetically over 5 years the index beats me, it does beg the question whether I had just been fooling myself.

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Jack's avatar

Many people do. But they don´t advertise that.

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Kevin's avatar

True. I usually am more interested in people that do though

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Jack's avatar

absolutely, but if they show their P&Ls and preferably with independent audits if they scream "2,000% in a year."

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Kevin's avatar

That would be great. But you don't see that kind of transparency often 🙂

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