Supporting session
Benchmark Set Workshop
Choose comparison baskets that match how you actually hold — not whatever index looked popular last quarter.
Purpose
A weekly snapshot only helps if the comparison line is honest. This workshop builds a small set of benchmarks — typically two or three — that reflect your mix of majors, smaller holdings, and cash sleeves.
Included
- Review of current holdings and concentration
- Draft of primary and secondary benchmarks
- Rules for when to revisit the set (rebalance events, new coin entries)
- Configuration notes for the desktop monitor so weekly exports stay consistent
Excluded
Ongoing market commentary between weeks, and any promise that a chosen benchmark will “beat” another.
After the workshop
Most clients move straight into the Weekly Snapshot Review with the new set already loaded.