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III-conceived Investing
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Methodology
Holdings & Returns
The Charts
The Data
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III-conceived Investing
Home
Methodology
Holdings & Returns
The Charts
The Data
Q&A
More
Home
Methodology
Holdings & Returns
The Charts
The Data
Q&A
Holdings & Returns:
PORTFOLIO v SPY
Portfolio Value
CapGains/Dividends
Cash Share
Price Gauges
This chart depicts the percentage total returns for the actively managed "Ill-conceived" portfolio and SPY, the popular exchange traded fund. SPY's returns include dividends reinvested at the closing price of the dividend payout date.
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