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Subject:  Re: Annual Fire update (The tip) Date:  6/12/2008  6:23 AM
Author:  yttire Number:  4599 of 5260

I am sure there is a better way to do this. But what I did was simply find quotes for DJIA on the quarterly dates where I do a portfolio summary. (The last day of the month of the specified quarter).

You can go here to get historic quotes:

type in DJIA where it says "enter symbol"
enter a date like 3/28/2003 (the 30th was a Sunday)

And you get back 8,145

Alternatively, you can eyeball the values from bigcharts - choose a five or ten year span and just look with your eye and estimate.

Then type these values into your spreadsheet as a new row.

I normalized these values - I made a new row which is the value of the DJIA normalized to the first date of the portfolio. For example, if my portfolio was worth 80,000 on 3/28/2003 then I would apply a multiplication factor about 10, so it matched the value of my portfolio on this starting date. Then drag this multiplication across all cells (if you want help on how to do this ask) and it will show the value of the DJIA through time (without dividends) compared to your port performance.

This is most helpful when you are graphing it so you can see it in the context of the ups and downs of your port.
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