Anonymous

28 Aug 2021

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General Investing

How to calculate whether your own investment portfolio returns beat the S&P 500?

-I DCA irregularly
-investments are made at different times

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Sherwin Lim

29 Aug 2021

Google sheets using google finance formulas and brokers apis.

One time pain but helps to track cross brokerages and FX.

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1M45

Edited 28 Aug 2021

I do very manually.

i record daily all the tickers closing price, if i had buy any share, sum up all the unrealise profit/loss everyday then plot the graph.

dividend i also have a record but not ploted into the graph. Just 1 lump sum, see 1 year get how much $$$$.

Then you can calculate the medium, total and standard deviation of your portfolio VS SPY. Then you can adjust your portfolio accordingly. If your portfolio standard deviation too big, mean too volatile then add in some sg stocks, if your portfolio gain too little relative to SPY then increase weightage to the US stocks.

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CCW

28 Aug 2021

Can be computed using your costs and current prices plus dividends, interests, etc....

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Related Posts

How do i compare my portfolio against S&P 500 ETF to see which has more returns? Is there any website to make it easier?

Am I right to say, as long as I invest in a US-based (e.g. Vanguard S&P 500) index fund, whether the index fund is an accumulation type or distribution type, I am subjected to the 30% withholding tax?

I am a passive investor and dollar cost average monthly. I regularly invest into ETFs such as the S&P 500 / Nasdaq 100. However, a 30% withholding tax on US domiciled dividends can eat into my returns?

My first dive into the investment world at 30yo with IBKR. Thinking of etf portfolio consist of : S&P 500 ETF (VUSA or CNPX) 40%, STI ETF 40%, ABF Bond Etf 20%

I have an inheritance of 150k sitting in a time deposit account. Any advice on whether i should take this money and invest in S&P 500?