Those who fail to learn from the past are doomed to repeat it

Even when you like the structure of your current portfolio and your investments, you might not be aware of the volatility (the ups and downs) that your ‘as-is’ portfolio has been going through in the last 3 years, 5 years or 10 years. Wouldn’t it be nice to visualise this volatility, and compare it with YOUR benchmark, as well as the MyMoneyWorks reference portfolios and other stock market indexes?

This is what the Portfolio Backtesting is doing for you. And if you don’t like the results, then it is time to adjust your portfolio so that it doesn’t prevent you to sleep at night!

The Portfolio Backtesting is accessible to ‘Premium’ members only. Check the MyMoneyWorks membership levels.