Wallible Analyses
Data-driven deep dives from the Wallible research team
The 60/40 portfolio: historical analysis of a 500 euro/month PAC
Historical analysis of a 60/40 stock-bond portfolio: origins, results of a 500 euro/month PAC with annual rebalancing, benchmark comparison …
Average S&P 500 return over the last 20 years: how to read it with a PAC simulation
How to interpret the average S&P 500 return over the last 20 years, avoid common pitfalls, and use a PAC simulation for a more realistic …
Free ETF Portfolio Simulator: practical guide
How to use a free ETF portfolio simulator to test a strategy, compare benchmarks, and move to execution with Wallible.
DCA (Dollar Cost Averaging) on S&P 500 over the past 20 years
Dollar Cost Averaging (DCA) is a popular investment strategy that involves investing a fixed amount of money at regular intervals, …
An investment portfolio comparing Inflation Linked Bonds and Ordinary Government Bonds
Let's compare how these two financial assets move in the financial market: an inflation-indexed bond ETF and an ordinary coupon ETF for the …
Comparison of the top 5 commodities over the three-year period 2019-2022
Over the past three years, the world has witnessed a remarkable change in the commodities sector due to factors such as the COVID-19 …
Comparison of the 5 most capitalized companies by sector in the S&P500
In this article we go over the performance, performance of a $1,000 investment, correlation and other statistics of the top 5 capitalized …
Russian stock index performance over the past 20 years
This article goes on to examine the performance of the Russian MOEX index over the past two decades
Comparison of the 5 most capitalised companies in the FTSE MIB
In this article we examine the performance, correlation and other statistics of the top 5 capitalised companies in the FTSE MIB
Performance comparison of different asset classes
This article examines the performance of different asset classes over the past 10 years: equities, government bonds, corporate bonds, gold
