new key figure for benchmark comparison
complete
P
Parqet Nutzer
I think it's a bit of a shame that the return on subsequent deposits into the portfolio changes downwards and the benchmark return continues to run. As a result, a key figure would be interesting that measures in the same way that I would have invested in the benchmark as a comparison if I made a deposit at the same time. So I have a direct comparison between my strategy and the benchmark with the same amount of capital invested at the same time.
Björn Beier
updated the status to
complete
Hey! The TTWROR should represent this.
Try out z.B there, a share with a share savings plan (z.B. deposits made on three different days). The figures should be very similar
P
Parqet Nutzer
Björn Beier Hey! Yes, I already know the key figure. But I just want to buy more at selected times because the prices are “good” right now. And I just want to measure that. Whether my timing was good. In other words, whether I can hit a corresponding ETF with a portfolio of 20 selected dividend stocks, for example. So instead of one tranche in the ETF, invest in 5 individual stocks and the bottom line is an excess return.