02-16-2021, 11:17 AM
(02-15-2021, 09:46 PM)NilesMike Wrote: Portfolio Returns JNJ dividends reinvested 1998-2020
Portfolio performance statistics
Portfolio Initial Bal Final Bal. CAGR Best Year Worst Year Max. Drawdown Sharpe
Portfolio 1 $10,000 $86,638 9.81% 34.62% -7.88% -32.51% 0.52
Performance statistics for the timing portfolio #1 1998-2020
Portfolio Initial Bal Final Bal CAGR Stdev Best Year Worst Year Max. Drawdown Sharpe Ratio
Model #1 $10,000 $159,670 12.80% 8.71% 49.40% -3.09% -8.89% 1.21
The power of Portfolio Visualizer. Do your homework peeps.
I haven't learned Portfolio Visualizer yet and I don't know what a "timing portfolio" is, but I don't exactly understand your point, unless it is just "Hey, JNJ has been pretty good the last 22 years." I'm not knocking it, I just think AVGO has eclipsed it.
Let's say you had $10,000 just 5 years ago. Had you invested in SHOP @ $28.21, you would now have $520,503. But that doesn't mean that investing in Shopify is a good investment now either. You can only make so much of past performance.