Quote:
Originally Posted by postman56
What should I be expecting from my portfolio managed by a professional these last three years?
The TSX composite over the last 3 years has grown 7.9% with 2 significant double digit declines in three years.
Therefore the simple return is 2.6% annually. People like to talk about 2019 and how well it did, but it has been quite a volatile process.
I would appreciate it if someone can provide some realistic performance returns for my investments.
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Honestly, you need a benchmark that reflects the investments. So the TSX had a great 2019, poor 2018 and mediocre 2017. But if you were invested only partly in Canada with a piece that fixed income, you can't really use just the TSX as a benchmark. And frankly, if you were 100% invested in Canada I would question the strategy and efficacy of that, but that's another discussion.
Overall, I can try to help you with this, but would need to know the split for your holdings. Feel free to send me a message with that kind of thing if you like.