[Sampson]

Funny how an opinion can change in 3 months...

I'm looking for an online tool to back test a portfolio against an ETF. to be more precise, I'd like to see the effect of holding only the top 5 holdings of XRE, against the ETF itself.

Considering the top 5 holdings comprise exactly 70% of the entire fund it wouldn't be unreasonable that you could match returns within the 0.55% MER it costs to hold the fund.

RIOCAN REAL ESTATE INVST TR REI-U 24.41%
H&R REAL ESTATE INVSTMNT-UTS HR-U 13.97%
CAN REAL ESTATE INVEST TRUST REF-U 13.19%
BOARDWALK REAL ESTATE INVEST BEI-U 10.76%
CAN APARTMENT PROP REAL ESTA CAR-U 7.72%

Its funny I ask this question because only 3 months ago, this is what I said. (Sorry to question you Dan the Man)

http://canadianmoneyforum.com/showthread.php?t=57

 

[Sampson]

Hey CC,

Thanks for the offer, I appreciate it, but I don't mind doing it myself. Just thought it'd be nice if there was such a tool. 5 holdings isn't too difficult, but I'm actually more curious how much influence the rest of the holdings might have, so loading 10 or possibly more would be nice.

I know you posted on this a while back and its been on the burner of things to do, but I'm a little over allocated in real estate until recently.

I reread your thread and although there are quite a few comments no one really seemed to be doing it.