
Money and Me: Are you measuring your investment portfolio' success the right way?
Published on 30 Sep 2026
Lance Alexander speaks with Yee Shen Hao, Financial Services Manager and co-founder of The Wealth Stewards Group at PhillipCapital, about how investors should assess the performance of their investment portfolios. Is comparing your returns with the Straits Times Index or S&P 500 always useful? What should you measure beyond headline returns, and how can you tell the difference between normal underperformance and a strategy that needs to change? They also discuss choosing the right investment benchmark, accounting for risk, fees, inflation and currency movements, and whether your portfolio remains on track to meet your financial goals.
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