Hi! I'm looking to understand how a few investments performed against a benchmark. I have some US stocks that have done relatively well over the past 6 years, however I'm not truly certain how much better they did over a US equity index fund. Since an index fund has less risk than investing in a single company, I want to understand of this has been worth the risk. Understanding the risk will help me decide whether I should continue. May I please have some advice? I'm a bit lost and new to all of this.
I have the data that shows how much I've invested over the past 6 years, including DRIP, as well as when. My questions are:
- Does it make sense to pick an S&P 500 type of fund, such as Vanguard 500 Index Fund?
- Do I essentially just map the price of that fund over the past 6 years against the dates that I invested into the US Company stock?
- Is there a quick and dirty way to compare? e.g. I have 500 shares and invested roughly X amount every year. I assume this would be far less complicated.
Cheers!
Submitted May 14, 2017 at 12:45PM by bourbonpie http://ift.tt/2r6jpEY
