Covestor Radio – Episode 11: Investment performance and how hard are your investments working for you
Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about investment performance and how hard are your investments working for you.
Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.
Listen to host Eric Dye & guest Kimberly Clouse discuss the following:
- What are the most common ways to measure investment performance?
- What is dollar-weighted return?
- What is time-weighted return?
- What are the pros/cons of each approach?
- Overall, which approach is better??
TIP: Remember what you are trying to accomplish. Calculating dollar weighted or time weighted return is one measure of evaluating how your investments are doing. The real question is whether or not you are closer to reaching your financial goals after a certain period of time.
About Kimberly Clouse
Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.
Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.
She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.
Note: All opinions included in this radio episode are as of [May 23, 2014] and are subject to change. The opinions and views expressed herein are of Kimberly Clouse. All investments involve risk, the amount of which may vary significantly.
[box_blue]Note: If you would like to listen to a podcast right away you can hear a sample by clicking on the “play” button on our podcasts page. If you would like to play your podcast later or take it on the road, you will first need to subscribe to and download the podcast using the subscription software on your computer, such as itunes. Then you will have to transfer the podcast file to your portable media device. We recommend the following subscription software for the best user experience: