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In Backtest Porfolio Allocation If show Income = Y and Reinvest Div = N, then see dividend income for multiple years under Exposure tab starting "Return Contribution includes $XX cash disty from dividends that were not reinvested". Great new feature. You can mix/match a portfolio of tickers. You no longer have to add each month up separately over the desired timeframe.
I assume that you are talking about this page: Backtest Portfolio Asset Allocation It's a way to back test the performance results of a real or hypothetical portfolio. At it's simplist it works as follows.
1) The first 10 lines are hopefully self-explanatory. Just make your selections. As noted above, if you choose to display income it will insert a new line for you to select whether you wish the dividends reinvested or not.
2. Portfolio Assets
A. Enter the ticker symbols of ETF's or Mutual funds of interest. For example you could compare a 10-year investment in PRWCX vs. VFINX vs. any other large cap blend fund ( I chose PRBLX).
B. I chose 3 separate portfolios each containing only a single fund (i.e. 100% of the assets). However you could put one-third in each or have a portfolio with a 50-50 split, however you want to split it up. The Portfolio value total must add up to 100%
3. Select Analyze Portfolios.
4. Here is a link to this example. If it works you can scroll around to see where the entry's were made and even substitute the funds and percentages. Give it a go.
@newgirl I've not spend enough time with Portfolio Visualizer to offer more than Mark's great input. I obtain a lot of help and benefit from "show and tell" found on YouTube. There is a massive amount of choices regarding investments and money. You'll find a few here and there, depending upon the subject, that are borderline infomercials; but still present info of value. But, there is much useful information. Pick a topic, any topic; and then plan your schedule accordingly.
Well shoot, the attempted link does not show the input values. Try this after you open the link.
1. Walk through the first 10 lines making your choices. 2. In the Portfolio Assets section enter PRWCX as your first ticker. Tab over and enter 100 in the first Portfolio column. 3. Enter VFINX as your second ticker. Tab over to the second Portfolio column and enter 100. 4. Finally enter PRBLX as your third ticker. Tab over to the third Portfolio column and enter 100. 5. Select Analyze Portfolios.
After selecting "Analyze Portfolios" scroll to the top of the PV page. At the top of PV page is a hyperlink called "link". If you select that hyperlink and then PV creates a unique URL that you can copy and paste. It is a bit long so editing it here in MFO is recommended.
@bee - Thank you! I thought there must be a way to do it because I've seen them on MFO discussions before. I just wasn't seeing the hyperlink you mentioned.
Comments
1) The first 10 lines are hopefully self-explanatory. Just make your selections. As noted above, if you choose to display income it will insert a new line for you to select whether you wish the dividends reinvested or not.
2. Portfolio Assets
A. Enter the ticker symbols of ETF's or Mutual funds of interest. For example you could compare a 10-year investment in PRWCX vs. VFINX vs. any other large cap blend fund ( I chose PRBLX).
B. I chose 3 separate portfolios each containing only a single fund (i.e. 100% of the assets). However you could put one-third in each or have a portfolio with a 50-50 split, however you want to split it up. The Portfolio value total must add up to 100%
3. Select Analyze Portfolios.
4. Here is a link to this example. If it works you can scroll around to see where the entry's were made and even substitute the funds and percentages. Give it a go.
I've not spend enough time with Portfolio Visualizer to offer more than Mark's great input.
I obtain a lot of help and benefit from "show and tell" found on YouTube. There is a massive amount of choices regarding investments and money. You'll find a few here and there, depending upon the subject, that are borderline infomercials; but still present info of value. But, there is much useful information. Pick a topic, any topic; and then plan your schedule accordingly.
Portfolio Visualizer, numerous videos
Take care,
Catch
1. Walk through the first 10 lines making your choices.
2. In the Portfolio Assets section enter PRWCX as your first ticker. Tab over and enter 100 in the first Portfolio column.
3. Enter VFINX as your second ticker. Tab over to the second Portfolio column and enter 100.
4. Finally enter PRBLX as your third ticker. Tab over to the third Portfolio column and enter 100.
5. Select Analyze Portfolios.
After selecting "Analyze Portfolios" scroll to the top of the PV page. At the top of PV page is a hyperlink called "link". If you select that hyperlink and then PV creates a unique URL that you can copy and paste. It is a bit long so editing it here in MFO is recommended.
Unedited Link:
https://portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2021&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&showYield=false&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=VFINX&allocation1_1=100&symbol2=PRWCX&allocation2_2=100&symbol3=PRBLX&allocation3_3=100
Edited Version:
PV Link Here