The example portfolio is a very simple stock only with no buys and sells.
The returns on the stock portfolio are taken directly from CAPS (see http://caps.fool.com/player/digigrator.aspx).
It’s valid then. Thanks.
I’ve noticed over the years that some industry sectors perform better than others, the top three are high tech, healthcare, and finance. That’s reflected in the “tech heavy” NASDAQ beating the S&P 500. Finance, well represented in your portfolio, is mostly NYSE hence not NASDAQ. Two year charts, COMP vs. SPX.
http://softwaretimes.com/pics/spx-comp-09-25-2018.gif
Denny Schlesinger