#benchmarking - follow me for more investment tips 😁
#benchmarking
Outperformance possible?
When you sit on the terrace on Sunday and drink a cup of coffee, there is time to take a look at the overall performance of your portfolio. After the new benchmark function has been released for a while now, I thought I would compare the performance of my overall portfolio with that of the broad indices.
My strategy
This consists essentially of "stock picking", which means I do not own any ETF's or crypto. I focus 95% on dividend stocks that have very good dividend growth, a strong balance sheet and a high ROCE. I have already explained details about this in the post "How do I pick my dividend stocks?".
The result
I started investing in 2017. Therefore, I have compared my overall performance since 2017 with those of the broad indices S&P500 and MSCI World. In addition, I have taken the Nasdaq. Since 2017, the performance is as follows:
my portfolio: +141.43% (+ 15.82% CAGR)
S&P500: +78.24% (+10.12% CAGR)
Nasdaq100: +122,32% (+13,36% CAGR)
MSCI World: +56.34% (+7.73% CAGR)
However, I must honestly admit that I don't know if these values already take into account the dividend received? Maybe you can @Kundenservice answer that.
Who cares?
I do not want to not that this makes me an absolute super investor. On the contrary, of course it takes a lot of luck for the handpicked stocks to perform well in terms of price. I do not want to claim that I can beat all three indices in the long run. However, it is a motivation for me to see that my strategy seems to work at least halfway and to stay on the ball.
Have a nice Sunday,
Michael Scott
Regional Manager Dunder Mifflin
Since evil tongues ( @leveragegrinding ) claim that I beat the popular indices only because of my investment in $BTC here is the breakdown into my asset classes 🫳🎤
So finally follow me now for more investment tips 😁! And @Kundenservice When pictures in comments? Then I could have saved the post here 😉
Dear @Vanguard
@InvescoDACH Team, with this I have earned the hoodie, right?😅🚀
Job offers as a fund manager are also welcome 🤷🏼♂️😂
Here times my personal #benchmarking :
All-time I beat the @Vanguard FTSE with my aggregate total portfolio, which is mainly due to bad stock picking in my Trade Republic account.
My crypto share saves overall the performance (in the peak almost +1500% return), but if I consider the effort over the different accounts and strategies, the additional performance is really meager 😅 (especially because the risk profile of my aggregated portfolio will be significantly higher).
Wanted to thank the team of GQ. Really crazy how many new features come live here in the last few weeks is really incredible!!!
Benchmarking is cool 😍
#benchmarking
#outperform
#liebedieseapp
I also want something to #benchmarking share.
Really nices feature, absolute gamechanger!
Strategy of my individual stocks in every period considered (since 03.10) so far fulfilled: beat the MSCI World.