avalpert wrote:dkturner wrote:I was talking about Bogleheads, like Jack Bogle and me, who hold some actively managed funds. Some of us have also been known to move our money around, based on perceived valuation opportunities. If I didn't check on the return of my portfolio at least once per year I never would have known that I have managed to best a benchmark of Vanguard index funds which mirror my portfolio by 170 basis points per year for the last 18 years.
Wow, you are so special - maybe you should have started your own fund and made money with your gift of successful market timing.
Perceived valuation opportunities have nothing to do with past returns - so need to track them for that. Holding active funds doesn't require you to know your personal past returns - so no need there. Seems like the only reason you and Jack Bogle would track past returns is so you can sound like good active investors when you pronounce how well you are doing at timing the market. Somehow I doubt Jack Bogle cares much about doing that but its nice that you do.
inbox788 wrote:As far as how I've tracked, used a couple of methods. Google fiance lets you make portfolios, so I create a suitable tracking portfolio along with mine. You could put your portfolio in one and buy same amount of SPY in another and watch it going forward. An alternate is to short SPY in the same amount in the same portfolio and watch the net growth/loss of the combined portfolio as the amount you'd be beating/losing to. Potentially, you could backdate the transaction, but I haven't done this so I can't tell you whether dividends and other actions are properly accounted for.
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