A little portfolio

February 7th, 2017, 07:24 AM

Started working on a portfolio since November 2015 with a capital of Rs.84,533.2. As on 31st January 2017 , the portfolio stands at a value of Rs. 1,00,827, indicating a gain of 19.3%.

February 10th, 2017, 09:03 AM

sudesh

Started working on a portfolio since November 2015 with a capital of Rs.84,533.2. As on 31st January 2017 , the portfolio stands at a value of Rs. 1,00,827, indicating a gain of 19.3%.

I decided to have a look at the industry standards ,and for doing that, I've chosen two of the BEST funds that ever existed on the planet :

- Berkshire Hathaway (run by Warren Buffet)
- Fidelity Magellan (run by Peter Lynch from 1977 - 1990)

I'm attaching an excel that shows how much these two funds earned on a Y-O-Y basis for the last 37 years.

Note:-
1.The group of cells that are marked in blue denotes the fund's performance under the reign of Peter Lynch.
2.The columns in grey denotes the Y-O-Y returns in terms of Percentage.

Conclusion: since 1980 till 2017, Berkshire Hathaway and Fidelity Magellan has managed to make 22.34% and 13.46% per year on an average .

Excel attached

A little portfolio

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A little portfolio