Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Secret Recipe who wrote (562)	12/5/2021 12:50:07 PM
From: chowder	1 Recommendation Recommended By Menominee Read Replies (1) of 21857

Re: How to measure performance. I use Y Charts. I'll use ^SPX (the S&P 500) and then compare each of my positions on a 1, 3, 5 and 10 year time frame. If a company has underperformed in all of those time frames, it's a candidate for a trim or sell. For example, when I look at KO I see the following: 1 Year S&P +24.45% KO + 2.59% 3 Year S&P +77.27% KO +18.87% 5 Year S&P +127.2% KO +56.17% 10 Year S&P +345.5% KO +120.70% When in the decade previous to this one, KO outperformed the S&P 500, this decade it was a perennial under-performer, so come the first of the year I am going to sell half of the position and add to something else. I don't want to get rid of the entire position as I don't know what the future will bring, and this move is being made in the Young Folk Portfolio only, so who knows how KO will do over the next 30 years. However, based on what it has done over the last 10, I'm trimming them back from a full position to a half sized position. I hope this link to Y Charts works. ycharts.com

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