Benchmark 60/40 portfolio

I have to add a benchmark with a 60/40 portfolio ( word). Do you know a provider where I Can download the historical data of a similar benchmark to be imported in portfolio performance ? Better if it is updated daily .
Thanks

Welcome @Topkapi1971

What does that mean?

Please name a similar benchmark.

Cheers, Laura

@anon70328419

THX. :smiley:

Perhaps the ISIN will help you find a download source:

Dimensional World Allocation 60/40 Fund, ISIN: IE00B9MC5R88

CU, Laura

@Laura Hi, I know how to add a benchmark such as S&P500 (^GSPC ticker in Yahoo) to a portfolio. However, in order to see and compare this benchmark with an existing security in the portfolio in the Reports > Performance > Chart view, I have to add a buying transaction of the S&P500 security (although it’s not a real asset). Is this the correct way?

To minimize the impact of this transaction, I used a very small quantity of shares (net value > 0) but this gives a kind of step-wise graph. Do you know of a work-around?

Thanks.

Hi, you can download the historical prices of this fund through the Morningstar website. The URL is: Dimensional World Allocation 60/40 Fund EUR Distr…|IE00B9MC5R88 (morningstar.co.uk)
The docs contain an article about how to do this as a JSON Quote Feed (it’s a bit involved but it works). See How-to > Import fund data from Morningstar.

Hope this helps.

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You do not need to buy a security to compare it to a benchmark. You can add any securities as a benchmark in the Report/Calculation/Chart by using “add benchmark…” instead of “add data series…”

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Thanks! It was in front of my eyes and yet, I didn’t see it.

I try to document the benchmarking topic in the manual; see how-to > benchmarking your portfolio. Thanks again.

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Thanks for your suggestion. Google’ling I have found this alternative Backtesting for the European index investor

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