Comments on: Picking My Perfect Performance Measure

By: Getting Minted

Getting Minted — Thu, 27 Jun 2019 08:43:55 +0000

I measure portfolio performance against the FTSE All Share Total Return because that’s where I am mostly invested. I currently measure this on a monthly and calendar yearly basis. That index goes back to when I started investing in 1986 so I have been able to construct a full historic record.

By: ITinvestor

ITinvestor — Fri, 21 Jun 2019 09:22:28 +0000

In reply to WD Forty.

Thanks, both. I feel LS100 is probably more appropriate for my portfolio at the moment. Although I have some infrastructure trusts and a few trusts that hold fixed income, combined they are far less than 20% right now.

That formula doesn’t seem to work in my Google sheet for some reason – user error I suspect!

By: WD Forty

WD Forty — Thu, 20 Jun 2019 11:03:44 +0000

Another vote for VLS 80 as a benchmark.

But to track performance in Google Sheets to calculate money weighted returns using XIRR, I switched to 80% HMWO and 20% AGBP for the real time price updates.

Admittedly you can screen scrape VLS fund prices using the IMPORTXML function, but it’s not for the faint-hearted….

=value(SUBSTITUTE(query(IMPORTXML(“http://www.hl.co.uk/funds/fund-discounts,-prices–and–factsheets/search-results/v/vanguard-lifestrategy-80-equity-accumulation”,”//span[@class=’bid price-divide’]”),”select* limit 1″,0),”p”,””,1))/100

By: Michael Blake

Michael Blake — Wed, 19 Jun 2019 09:42:48 +0000

Hi,
I now compare our performance against the Vanguard Life Strategy 80 fund. The reason being that if I were to go passive then I would stick the lot into that fund or another version of the Life Strategy offerings. My wife is very cautious and has her portfolio split 50/50 cash and investments so I guess the VLS 60 may have been a better choice. Either way, for an all in one comparator I think the Vanguard Life Strategy funds offer a good choice.