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Shouldn’t financial planners be able to tell you what your investments’ annual performance is (TWR %)?
Shouldn't financial planners be able to tell you what your investments' annual performance is (TWR %)? My financial planner has not provided that. I had to calculate it myself in excel after watching YouTube videos. Assuming I calculated it correctly (it is confusing because I contribute a little bit each month), we only had a 12% performance last year, when the S&P had a 25% year. This is a huge concern, no? Given we want a high-growth portfolio...
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