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UFX Review

by dilli jack (2019-02-15)

The chart of the Portfolio allows retrospectively assess its performance UFX Review and profitability over the past few years. In pre-crisis years 2007 and 2008 the value of our portfolio was below the level of U.S. $ 6200, and during the crisis, it dropped to 3673 dollars. We can already draw first conclusions. First, the value of the portfolio during the crisis fell by about 40%, showing a slightly better result than the index Dow Jones Industrial Average. Second, a full recovery of the portfolio value did not take four years, but only one year. Finally, in the post-crisis period the portfolio gained more than 170% (the figure is calculated based on the latest value relative to the minimum value in March 2009).Of course, the value of the created portfolio has been seriously affected by the financial crisis, but its rapid recovery is really impressive and gives us hope for good results in the future.The next step of our analysis will focus on comparison of portfolio dynamics with the market. In our case, the market will be represented by the index Dow Jones Industrial Average. We have noticed that the portfolio showed less negative results during the crisis and a more rapid recovery. Let's plot a chart of the portfolio relative to the index in order to confirm our assumption of a higher return from investment in the portfolio than in the index, and see how much the portfolio has outperformed the market.To do this, PCI will be used: the same portfolio of stocks with the same asset weights and current investment value of U.S. $ 10,000 is built. In the quotation a portfolio of $ 10,000 is invested in the index Dow Jones Industrial Average.