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.

1. Many rebalance their portfolios on a regular basis or when they add or take out money.
2. A number of our members are making an effort to outperform the market as represented by the S&P 500.
3. 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.