Key takeaways
- National avg ROE 6–8%.
- Professional 10–14%.
- Elite 15%+.
- Benchmark annually.
- Use Benchmarking tool.
Core concepts
National
Casual investor performance.
Professional
Full-time operator.
Elite
Top decile.
Step-by-step framework
- 1Run Benchmarking tool.
- 2Identify gap.
- 3Action plan.
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Common mistakes to avoid
- No benchmarking.
Frequently asked questions
Where to benchmark?
Benchmarking tool.
ROE bands?
6–8 / 10–14 / 15+.
Frequency?
Annual.
Goal?
Move up tier annually.
Action checklist
- ☐Benchmarking run.
- ☐Gap identified.
- ☐Action plan.
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