Personal Finance & Money Asked by Tshepiso Moeketsi on June 2, 2021
Does anybody know if there’s in existence an Individualised Index for Private/Retail Investors?
I still have to see this myself. What I mean by this concept is, do private investors have a tracking tool (an index) that tracks the overall average performance of their unique individual portfolio. I
know brokers, fund managers etc will provide a full report on the performance of an individuals’ investment portfolio/s periodically which is extensive in its coverage, but do these reports come with a an Index for the individual investor that tracks their portfolio’s performance over the investment horizon? Especially if they are in their investment for the long-haul, value investing as opposed to trading? And, in particular only for equity portfolios, and the index should cover daily, weekly, monthly as well a yearly performance just like the broader market indices do, Dow Jones, All -share Indices etc, in a graphical format?
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