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   HOME  MORNINGSTAR
SCREENER 		VALUE LINE
SCREENER 		LIPPER
SCREENER 		FUND ALARM
SCREENER 		PORTFOLIO
THEORY 		PORTFOLIO
EXAMPLES 		PORTFOLIO
BACK TEST 		WATCH
PAGE 		TAX LOSS
HARVESTING 		 WASH
SALE
 RISK vs
RETURN 		 GLOSSARY
 REFERENCES
   & LINKS
Back Test Portfolio: use Bigcharts to Capture Historical Data and Morningstar to Perform Backtest
Ex. 10-Yr Backtest $100K Portfolio:Vanguard Total Stock Market Index VTSMX 70% & Vanguard Total Bond Market Index VBMFX 30%

Open Bigcharts, Click Historical Quotes, Enter Symbol(s) and Date(s), Write Down Closing price(s)

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Open Morningstar, Click Log In or Click Here to join Morningstar.com

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Click Portfolio, Click New Portfolio, Use Transaction Portfolio, Convert Dollars to Number of Shares, and Enter Ticker, Shares, Purchase Date and Price,  Use Existing Views or Customize My View 1 and View 2

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Make a Hard Copy or Start a Duplicate Portfolio Before You Include Dividends and Capital Gains, Click Splits/Divs  and Click All Dates

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Conclusion: The 10-Yr. Return is Approximately 100%, After Dividend and Capital Gain Reinvesting (Compounding) , The Total Return is 162.5%

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