Glossary
Terms, defined plainly
- BenchmarkPortfolio
- A reference index used to judge whether a portfolio's return was good for what it held.
- Lesson: Reviewing performance against the right benchmark
- Blended benchmarkPortfolio
- A weighted mix of indexes that matches a portfolio's allocation, such as 70% stock index + 30% bond index.
- Lesson: Reviewing performance against the right benchmark