timwest
Education

Simple Graph of a Stocks & Bonds Portfolio Hitting a New High

To get a a graph of the portfolio, I added the S&P500             and TLT             together. But to keep them roughly equal I used 50% of the price of $SPY and 100% of the price of $TLT.

I create the graph by typing the following into the symbol window: SPY*.5+TLT

It shows also that the mood of the country might have been pretty bad going into the election since the combined portfolio had fallen roughly 8% going into the election.

However, since the US Presidential election it has been a steady uptrend and a gain of 9%, which excludes reinvested dividends as part of the return.

ALSO - that is breaking out to new highs even with the stock market off .74% today with the $DJIA down 162 points as I type.

Tim 11:34AM EST 9/5/2017
Comment: UP nearly every day - so much fear and destruction going on in the world, at least investor portfolios are NOT getting destroyed. (Hurricane Harvey, Hurricane Irma, Mexico Earthquake, North Korea threatening H-Bonds over the USA, Debt-Ceiling for the US Gov't deficits still bleeding after years of QE and low rates)....
4:26PM EST
Comment: Click on the "update" button and see how the TLT+SPY chart pulled back to the ideal support level I outlined above.

1:34PM EST, Oct 17, 2017
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Looks really neat!
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Nice
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I DON'T SEE ANYTHING EXTRAORDINARY HERE.... IF ONE LOOKS AT THE OVERALL TREND THE COMBINATION WAS AT THE BOTTOM OF THE TREND AND NOW IT IS AT THE MIDDLE.
YES, THE PURCHASE AT THE BOTOM OF THE TREND WOULD BE WISE BUT I AM NOT SURE IF A PURCHASE AT THE MIDDLE IS APPROPRIATE AS THE SENTIMENT IS NEUTRAL. SORRY ABOUT THE CAPLOCK...

+1 Reply
timwest mazdaki
@mazdaki, It's a pretty steady return overall - and it doesn't include roughly 3% for TLT/year and around 2%/year for SPY. Over 7+ years, that adds another 20% (+/-) into the return.
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timwest mazdaki
@mazdaki, From $155 in 2011 up to $252 in 2017 = around 10% per year, with 10% volatility. Pretty good.
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mazdaki timwest
@timwest, yes good indeed! Thanks.
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Great chart!
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