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Charles Schwab portfolio question
Posted on 9/21/25 at 9:17 am
Posted on 9/21/25 at 9:17 am
If I sell some stocks I have had a few years, then look at my portfolio performance page compared to the DJI , S&P, NasDaq, Russell 2000, does it subtract the sell out away from the comparison, and thus making my comparisons to them look lower?
It seems like at any given time I'm beating 1 or 2 and some days all of them but after selling some stocks that have shot up, my comparison to them seems to have gone down
It seems like at any given time I'm beating 1 or 2 and some days all of them but after selling some stocks that have shot up, my comparison to them seems to have gone down
1
Posted on 9/21/25 at 9:32 pm to carguymatt
Your question is quote confusing... I think the answer is no. Most platforms will compare your current holdings against those benchmark indexes.
What you are finding is that, like 99% of everyone else trading individual stocks you will almost always under perform the indexes.
What you are finding is that, like 99% of everyone else trading individual stocks you will almost always under perform the indexes.
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