How to best mimic popular indexes on Portfolio Visualizer?

Investment

I'm trying to backtest some popular indexes on Portfolio Visualizer. I currently have:

  • FTSE All-World: 57% US Stock Market + 43% Global ex-US Stock Market
  • S&P 500: 100% US Large Cap
  • MSCI World: 67% US Large Cap + 33% Global ex-US Stock Market

Link to my current setup

It's probably not very accurate for various reasons:

  • I'm using Global ex-US Stock Market for All-World and World. That can't be correct because World doesn't include EM.
  • MSCI World should contain US Large and Medium Cap, but I'm currently only using US Large Cap. I'm not sure what are the right percentages for each.

How can I improve my setup?

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Posted Oct 13, 2023, 10:19 PM UTC

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