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Reference Index

Would have earned -100 %

Excess returns over benchmark

since beginning

Relative volatility

2.3

more than the benchmark

Diversification

62/100

Concentrated Well-Diversified

Sorry, no data found in any stocks

Sorry, no gains in any stocks

Tax loss harvesting potential $
What if analysis
- Worst performer was avoided?
- Top performer was missed?
- Index fund was bought at different times rather than as a lumpsum?
- Cash was moved to a liquid fund at 3.5% p.a.?
Portfolio has broken
4 rules
- Rule of 7% - use a stop-loss at 7% of purchase price.
- Rule of 5% - don't keep more than 5% of your portfolio in a single stock.
- Rule of 8 weeks - hold a stock for at least 8 weeks after a good breakout.
- Rule of 21 - Sum of portfolio's PE ratio + Inflation is over 21
of investing
Am I selling too early?
Am I buying too late?