2Yr
I would always use the MSCI ACWI as an additional benchmark. It is also a good benchmark.
•
22
•
@General_T_Regnery thank you. The MSCI ACWI is not that different from the MSCI World in terms of performance. A quick and dirty performance comparison gives about +48% performance for the ACWI.
••
2Yr
@RealMichaelScott
Ah, ok. My benchmarks have only been starting for about 1 year since I just got into the stock market. The MSCI ACWI has double the return (about 4%) compared to the MSCI ACWI (about 2%). Surprised me.
Ah, ok. My benchmarks have only been starting for about 1 year since I just got into the stock market. The MSCI ACWI has double the return (about 4%) compared to the MSCI ACWI (about 2%). Surprised me.
••
@General_T_Regnery yes, one year is relatively short and not that meaningful. That's why I deliberately refrained from looking at even shorter periods.
••
2Yr
@RealMichaelScott
Ok. But it's really stupid that you can't go back further than the investment start date. Especially as a beginner on the stock market, this would be more meaningful about the sense of one's own portfolio strategy.
Ok. But it's really stupid that you can't go back further than the investment start date. Especially as a beginner on the stock market, this would be more meaningful about the sense of one's own portfolio strategy.
•
11
•@General_T_Regnery Well, that can't be technically possible because it is the time-weighted return. That means it is taken into account when you invested in what and how much. Unfortunately, you can't calculate back according to the method because there are no personal entry points.
••
2Yr
@RealMichaelScott
Yes, as it is not now, of course. But you can go back in time with the amount of the position that was invested for the first time. Quasi what would have happened with my money X, if I had invested already in the year X. Is interesting for me in this case, since I came the largest part of the invested sum by savings plan. There the entry points are rather negligible.
Yes, as it is not now, of course. But you can go back in time with the amount of the position that was invested for the first time. Quasi what would have happened with my money X, if I had invested already in the year X. Is interesting for me in this case, since I came the largest part of the invested sum by savings plan. There the entry points are rather negligible.
••
@General_T_Regnery then it would be a nice exercise in Excel to do it personally 😅
•
11
•