Hello,
Any feedback much appreciated!!!
I am looking to compare the performance of an investment portfolio vs a target return of inflation + 4% per annum and am struggling. I have the portfolio performance and (monthly returns) and the monthly levels of inflation but cannot work out how to get the +4% pa inflation data.
Is it just (monthly inflation level%) + (4%/12)?
Any feedback much appreciated!!!
I am looking to compare the performance of an investment portfolio vs a target return of inflation + 4% per annum and am struggling. I have the portfolio performance and (monthly returns) and the monthly levels of inflation but cannot work out how to get the +4% pa inflation data.
Is it just (monthly inflation level%) + (4%/12)?