Preparation of individually devised self-generation benchmarks
complete
Tim Regnery
A mixed portfolio (e.g. 70% equities/30% bonds) cannot be validly compared with a single standard index (e.g. MSCI World).
Desired feature:
Preparation of your own synthetic comparative indices through flexible combination and weighting of several ETFs, commodities, individual stocks, etc.
Direct performance comparison of the overall portfolio against the individually configured benchmark.
Björn Beier
updated the status to
complete
Hey! We would recommend either choosing a suitable product (z.B. Vanguard Lifestrategy ETF 60% equity (for 60% stocks, 40% bonds)) or build your own portfolio as a benchmark. This portfolio can then be compared to a real portfolio. 👍
Tim Regnery
Björn Beier
Ok. Thank you Björn for the workaround.
Had you thought of something like the one I said above before and rejected it again? Is this technically too complicated and time-consuming to develop for the benefits then given?