daveh wrote:Share price I couldn't see a total return graph on HL. I'll go and have a better look. HFEL will look a lot better TR wise (though still poor) due to the large dividends..
If you select a share, ETF or trust by name on HL and do a comparison there you just get a price comparison.
To get a total return comparison you need to use the funds section of the site, as Funds are always compared in Total Return terms.
The procedure for doing this is as follows:-
1. Go to Funds section of the HL site and pick a Fund, doesnt matter which fund as Ill explain in a moment. So pick Fundsmith say.
2. Having got to the Fundsmith page select the "Charts & Performance" tab
3. Now select the other investments (be they shares, ETFs, trusts or Funds) that you want to do a comparison of one at a time and add them to the chart as follows
a) Under "Chart Options" make sure Total Return is selected
b) In "Add to Chart" select Equity (for a share, ETF or trust), then enter the EPIC code in the EPIC/Symbol field then press the "Find Equity" button followed by the "Add to chart". A new line will appear on the chart chowing the total return of that investment.
c) Repeat b) once for each share, ETF or Trust that you want to include in the comparison.
d) Finally you will end up with a list comprising the original fund together with each investment for which you asked for a comparison. Within this table select the radio button next to the original fund and press the Remove button under chart options.
e) You will then have a total return comparison of just the investments for which you asked for a total return comparison.
f) Change the "time span" field under chart options to get the time period that you want.
Enjoy. Its a powerful facility for getting total return comparisons, just wish the time periods selectable had more granularity and greater length.
If you ask me HFEL looks pretty hideous over 1, 3 or 5 years !. And VOD, well just a horror story.... I'm looking at their charts right now.
ATB
Pref
PS I have a set of FTSE 100 holdings (about 9 right now) in my portfolio but I dont call it a HYP because I dont do the whole yield management process that HYPers do.