Pensionfriend's Pension Plan (Out-)Performance: Putting Your Money to Work
Find out how we define (out-) performance and how we achieve it with the three different portfolios we offer for our Pensionfriend Pension Plan.
Dr. Chris Mulder
Published on Jun 29, 2023 . Updated 7 months ago
We started Pensionfriend with the vision of helping as many people as possible to achieve a financially secure retirement, and if possible, an earlier retirement. In order to do this for you and all of our customers, we seek to make the most of your money by providing outperforming portfolios. In the following, we will transparently present to you how we define (out-)performance and how we achieve it.
The key points
The value of your pension depends on net return, and performance is the most important part of that equation.
Our investment approach identifies the highest credible performance, that also is likely to lead to the best return.
In addition to choosing the best regions to invest in, we seek out small credible gains in the form of ETFs that outperform the underlying stock indices and in the way we keep the portfolio composition stable (rebalancing).
Table of Contents
- Net Return: The Real Way to Calculate Returns
- Performance and Safety: Our Approach to Portfolio Selection
- Add small wins: Identifying ETFs that can credibly outperform the index.
- More small wins and ease of mind: Rebalancing
- An overview of our three different portfolios
- Capturing Long-Term Growth: Our performance outlook explained
