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Podcast: The Investor Coaching Show with Paul Winkler
Episode: Pundit Gives “13 Funds To Own in 2025.” How Did He Do?
Description: Paul and Jim talk about a pundit who told investors which funds to own in 2025, and those funds had a return of over 14%. Paul admits that most investors who saw this increase in their portfolio would probably think they did pretty well last year. The problem is that without benchmarking, they wouldn’t realize that the funds did worse than the S&P 500 and underperformed the market's leading sector by 35%. Listen along as these advisors break down what is wrong with these investments and why benchmarking is the only way to know how your investments are doing.
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