Hi everyone, congratulations on the program; it’s helping me tremendously in managing my portfolio. I’d like to know if there’s a way to create portfolios like Golden Butterfly Global, Permanent Portfolio, or 60/40 Euro, and compare their performance using the relevant benchmarks with my own portfolio. Can you help me?
If you like to compare a different portfolio to your portfolio, you need to create a new Security Account + Cash Account. After wise you need to create the same bookings in order to mimic the porfolio you’d like.
Downside is, you can make use of the Overall View as this would include this second portfolio.
Do I have to create a new file? Or in the same file as my wallet? I don’t understand.
You can only compare what’s in one file. One file can hold multiple Securty and Cash Accounts.
ok perfect, so if I wanted to create a reference benchmark, such as 60/40 “60% swda.mi + 40% aggh.mi” do I have to create a new deposit account?
I wouldn’t say Golden Butterfly Global is a benchmark, it’s a portfolio that should act as a benchmark.
And yes as it’s a portfolio, you need to created a seperate security and cash account, otherwise you are mixing things up.
is there a guide?