Not exact matches
It's
important to
compare your portfolio's performance to an appropriate benchmark that includes the same
asset mix.
When a full year of data is available it will be
important to consider the impact of volatility in each
asset class by
comparing the Risk Adjusted Returns within each sector.
He also
compares the most
important factors of the DFA and Vanguard small cap value funds, as well as the returns of all the major
asset classes for the two fund families.
But it also has an
important unique feature (
compared to competitors) to keep things «Real World»: You have total control over how annual cash flow surpluses and / or deficits are allocated between investment
asset accounts in the Financial Planner module.