Try this: https://portfoliocharts.com/charts/port ... SAAZ85BC15Thanks. That makes sense. If I want to test for annual contributions and rebalance by market weights - do you know how to achieve that?
Copy/paste the shortcode shown there, and it will pre-populate the chart with assets that accurately model a cap-weighted global stock fund that tracks both large and small cap stocks in developed markets (including the US). Note that the 85/15 split is based on fundamental index fund definitions, and this allocation naturally rebalances itself over time not only by company size but also by changing country weights.
In the chart below, you can select your current portfolio size and annual contribution. The chart will map the historical accumulation performance looking at every start year since 1970 simultaneously.
Statistics: Posted by Tyler9000 — Sat Jul 20, 2024 12:39 pm — Replies 12 — Views 1986