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You are here: Home / 274 Plus: Why Average Investor Return Calculations Are Flawed and A Member Portfolio Review

274 Plus: Why Average Investor Return Calculations Are Flawed and A Member Portfolio Review

In Plus episode 274 for the week of October 26, 2019 we compare time-weighted returns with dollar-weighted returns and how the sequence of returns has led to the conclusion that the average investor significantly underperforms the market, when in fact much of the “underperformance” had nothing to do with the actions of investors.

We also review a member’s asset allocation and how the Plus Allocation model spreadsheet can be customized for member use.

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J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

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