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The Something Awful Forums > Discussion > Ask/Tell > Business, Finance, and Careers > Tracking fund performance minus individual holdings?
 
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Amarcarts
Feb 21, 2007

This looks a lot like suffering.
New to investing here. Was wondering if there are any cool tools people use to quickly assess historical returns of funds while removing the influence of certain holdings. It would be nice to see what the returns look like if you could control for outlier holdings like Amazon or Tesla.

* # ? May 12, 2020 14:24
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# ? Apr 25, 2024 10:32
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Hoodwinker
Nov 7, 2005

Amarcarts posted:

New to investing here. Was wondering if there are any cool tools people use to quickly assess historical returns of funds while removing the influence of certain holdings. It would be nice to see what the returns look like if you could control for outlier holdings like Amazon or Tesla.
Throw this question into the Long-Term Investing Thread. You should get some conversation in there.

* # ? May 12, 2020 18:11
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Amarcarts
Feb 21, 2007

This looks a lot like suffering.

Hoodwinker posted:

Throw this question into the Long-Term Investing Thread. You should get some conversation in there.

Thanks

* # ? May 12, 2020 23:57
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moana
Jun 18, 2005

one of the more intellectual satire communities on the web

Amarcarts posted:

New to investing here. Was wondering if there are any cool tools people use to quickly assess historical returns of funds while removing the influence of certain holdings. It would be nice to see what the returns look like if you could control for outlier holdings like Amazon or Tesla.
The S&P 500 doesn't have Tesla in it, if you want to start there. Not sure if there's an easy way to do this with any single stock though.

* # ? May 13, 2020 00:08
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The Something Awful Forums > Discussion > Ask/Tell > Business, Finance, and Careers > Tracking fund performance minus individual holdings?