02-10-2021, 08:19 AM
Has anyone made the effort to run their picks (from past or stock they own) through Portfolio Visualizer to see what they really did?
I have, often, and it isn't that pretty. Some runaway winners, many flat-poor returns, and some dogs.
The bulk of my portfolio is in ETF based timing models (convertible bond fund especially) that blow my DGI returns away and have better risk metrics. I may be selling many individual names and going more heavily to that route.
I have, often, and it isn't that pretty. Some runaway winners, many flat-poor returns, and some dogs.
The bulk of my portfolio is in ETF based timing models (convertible bond fund especially) that blow my DGI returns away and have better risk metrics. I may be selling many individual names and going more heavily to that route.