Simulate leveraged & unleveraged ASX portfolios through time
Portfolio Builder
Selecting an item adds it to holdings. Set allocation weights after adding.
Typical AU margin lending: RBA rate + 4-5%
Use "Freeze for Comparison" after a run to compare scenarios directly.
Note: this applies extra simulated costs on top of Yahoo return data. For ETFs/funds (e.g. A200), MER may already be reflected in the historical return series, so adding MER here can double-count.
Use for synthetic/index-like simulations. Set to 0 for ETF backtests if you do not want possible MER double-counting.
Approximate AU tax model for comparison only. Not tax advice.
Fetching data & running simulation...
Performance Summary
All returns are total returns (price + reinvested dividends). This will
be higher than price-only returns shown on Google/ASX.
Data Coverage
Ticker
Available From
Available To
Points
Limits Range
Coverage Advisor
Why This Result
Scenario Compare
Metric
Current
Frozen
Portfolio Value Over Time ?
Shows how your portfolio's
total value changed over the backtest period. Use the Log scale to better visualise percentage changes
and long-term growth trends.
Drawdown ?
Shows how far your portfolio dropped from
its previous peak at any point. A drawdown of -30% means you were 30% below your highest value. Useful
for understanding the pain of holding through downturns.
Annual Returns ?
The total return for each calendar
year. Green bars are positive years, red bars are negative. Helps visualise year-to-year consistency and
the range of outcomes.
Rolling Returns ?
Shows the annualised return over
rolling 1, 3, and 5-year windows. Each point represents the CAGR if you had invested exactly that many
years earlier. Reveals how returns vary depending on your entry point.
Monte Carlo Forward Projection (10 Years) ?
Projects
potential future values using monthly return resampling from your selected backtest period. This is
illustrative, not a forecast.