2Mes
The annual return since 2015 has been around ~5%. Unfortunately, your positions are not outperforming the market. If you had simply invested in the S&P 500 over the last 10 years, you would have achieved a higher return. I would strongly recommend rebalancing, otherwise you will continue to lose return potential. The only thing that matters is total return...
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@TechNav In fact, this is more due to the calculation on getquin, which does not always seem to fit (probably due to splits or similar).
My actual return per year is as follows:
Since 2013 (first stock purchase):
+7.3% p.a. overall (incl. cash,..)
+10.7% p.a. securities only
last 5 years:
+10.6% p.a. overall
+12.3% p.a. securities only
last 3 years:
+8.1% p.a. overall
+9.6% p.a. securities only
I am more than satisfied with that.
My actual return per year is as follows:
Since 2013 (first stock purchase):
+7.3% p.a. overall (incl. cash,..)
+10.7% p.a. securities only
last 5 years:
+10.6% p.a. overall
+12.3% p.a. securities only
last 3 years:
+8.1% p.a. overall
+9.6% p.a. securities only
I am more than satisfied with that.
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•2Mes
@Mister_ultra then yes. That looks much better.
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