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REDDIT

looking for portfolio simulator that allows for different start days

T
May 4, 2025 · 11:47

I recently saw a youtube video that compares msci world vs a yearly "rebalanced" portfolio of msci region etfs. the "rebalancing" does not mean selling anything, but only buying the underperforming regions so ensure it's always at equal proportions in terms of % of the portfolio. it was claims this portfolio was superior to msci world itself.


I would like to check and backtest this claim.

therefore, I'm looking for a tool that allows me to:

* create a portfolio (virtually, I dont want to buy anything)
* simulate the portfolio using different start dates
* factor in buying the underrepresented etfs once a year
* compare with msci world performance

would anyone know a tool that can do this?

thanks!