A day ago I presented the rolling results for the MSCI World Index over a long period. I missed out on the dividend reinvested. I went back and re-tabulate again.
You can contrast the result with the previous
With dividends reinvested it seems we only have 7 down rolling 5 years instead of 10, and 1 down rolling 10 years instead 2.
If we invest in a passive managed exchange traded fund, we still have to content with keeping our costs low and currency issues.
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Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Fee-only Wealth Advisory firm Providend. All opinions on Investment Moats are his own and does not represent the views of Providend.
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edamat
Wednesday 12th of February 2014
are those Annualized Google spreadsheet available for download? Thanks a lot
Kyith
Wednesday 12th of February 2014
hey unfortunately this time its not on Google spreadsheet! perhaps i will change it to that
momo
Wednesday 12th of February 2014
Thanks for tabulating :)
Kyith
Wednesday 12th of February 2014
No problem. Seems this is better, but not sure how currency factors into all this