This really depends on what and how you want to compare. Let me explain further.
Personally, i compare my portfolio against the KLCI, and not individual stock in my portfolio against the KLCI. I can also go “deeper” to compare each stock in my portfolio against the KLCI, but most of the time, i don’t do that.
Now, to compare KLCI to your stock (or your portfolio), you need to know the date and the amount you bought that stock. Same goes to topup. And also know the date and the amount you received dividends.
Assuming you’re using 31st dec, then you need to know the market value of your holdings on 31st dec to calculate your annualised return.
Next, to calculate the benchmark, you assumed that you buy the KLCI instead of the stock on each date you make an investment in stock, as well as a reduction of capital (means selling KLCI) when you receive dividends.
To know the historical price on a particular date, i normally use yahoo finance, available here: http://finance.yahoo.com/q/hp?s=%5EKLSE+Historical+Prices
Assume you’re buying “KLCI” as a stock that is priced at that index itself. And finally, see how many units you accumulate (or redeemed from dividends), and multiply by the KLCI index on 31st Dec to get its annualised return.
Let me know if you require a further explanation, or a video on it.
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