Comments on 03/05/2019 time survey responses
Maximum Efficiency with Minimum Effort
48% of our members responded to our survey about the amount of time they spend managing their portfolios. (Average response rates to surveys are 10% – 15%. )
32% of members who responded left comments. Here are our responses to the most frequent ones.
- Many rebalance their portfolios on a regular basis or when they add or take out money.
- A number of our members are making an effort to outperform the market as represented by the S&P 500.
- Some members use fee-only financial advisors. Other members are ready to divorce their advisers.
Our comments on rebalancing, on efforts to outperform the market as represented by the S&P 500 and on advisers.
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