A Chart of the Portfolio

I wrote a cool little program that can graphically track portfolio performance like you would for an individual stock. This covers 143 trading days, and shows a very consistent rate of price appreciation over time. It is not likely that this trend line will hold forever, but this could show the break when it happens, and that would provide some kind of notice that a more defensive posture is warranted.

Note also the low rate of volatility. I have a separate program that tracks portfolio beta relative to the Wilshire 5000 and whether historically the total composition has outperformed the index over time.

I exclude dividend payments from these charting calculations and performance calculations because my hope is that we can outperform the Wilshire on price appreciation alone. Perhaps I should track both ways.