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Portfolio performance with rebalance: NEVER

M
MaxFebruary 11, 24 | Posted in Help

Hi there,

It looks like the system error when you choose "Rebalance portfolio - NEVER".

1) The chart shows the growth of portfolio for 116% during the last year (Rebalance portfolio - Never). But real growth is about 40%.

2) The chart shows the growth of portfolio for 1176% during five years (Rebalance portfolio - Never). But real growth is about 410%.

3) The same error with the last ten year period

Check my portfolio Hedge Funds & ETFs

Thank you

2 comments

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M
MaxFebruary 11, 24
.

DS
Dmitry ShevchenkoFebruary 11, 24

Hey Max, could you elaborate on why you consider this an error? Setting the rebalance to "never" means the portfolio has never readjusted its initial allocation since its inception on May 3, 2012. This would result in the portfolio being almost fully allocated to Bitcoin by 2018. You can visualize the allocation with our performance tool:

So I would expect the portfolio performance over the last five years to match closely that of Bitcoin.



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