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Investment Result for Rebalancing between SPUU and Cash

 This is an app for comparing investment results of rebalancing and non-rebalancing portfolio of SSO and Cash

Rebalancing threshold is the difference of either asset's ratio between target ratio.

App

Periodic Rebalancing
Threshold Rebalancing
Tax Rate on Dividends:%.
SSO Ratio:%
Cash Ratio:%
Rebalancing Frequency: every days.
Rebalancing Threshold: %.
Start Date:
End Date:
Investment Duration: days.
  • All SSO portfolio has a return of 57.761%.
  • All Cash portfolio has a return of 0.000%.
  • 50.00% SSO with 50.00% Cash portfolio with rebalancing has a return of 29.938%.
  • 50.00% SSO with 50.00% Cash portfolio without rebalancing has a return of 28.880%.
2015201620172018800100012001400160018002000
SSOCashWith rebalancing: SSO 50%, Cash 50%Without rebalancing: SSO 50%, Cash 50%Performance Comparison

Investment Result Data

With Rebalancing
Without Rebalancing

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Return Analysis

Sharpe Ratio

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