Would like some advice from folks that have been in a similar experience. Our portfolio has been focused between moderate to aggressive risk level. Feel like are results could have been much better and could have better for lower if we invested in index funds. Below are my results compared to the S&P. I am currently 45, married with two kids and plan to be FIRE at 55. Would like opinions on the following questions I have struggling with:
1- are my results poor, would they be concerning to you?
2- should I leave my advisor?
3- would it be better to simply take the vanguard approach and invest in index funds?
3yr
Me 4.5%
S&P 15.4%
5yr
Me 13.1%
S&P 20.2%
10yr
Me 5.4%
S&P 8.2%
Thank you!
1- are my results poor, would they be concerning to you?
2- should I leave my advisor?
3- would it be better to simply take the vanguard approach and invest in index funds?
3yr
Me 4.5%
S&P 15.4%
5yr
Me 13.1%
S&P 20.2%
10yr
Me 5.4%
S&P 8.2%
Thank you!