https://github.com/baloise/employee-benefits

Interactive and visual portfolio performance of employee benefits such as share-based payment plans
https://github.com/baloise/employee-benefits

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Interactive and visual portfolio performance of employee benefits such as share-based payment plans

• Host: GitHub
• URL: https://github.com/baloise/employee-benefits
• Owner: baloise
• License: cc-by-4.0
• Created: 2019-12-04T15:35:38.000Z (over 6 years ago)
• Default Branch: master
• Last Pushed: 2019-12-05T21:26:22.000Z (over 6 years ago)
• Last Synced: 2025-02-22T21:27:07.505Z (over 1 year ago)
• Size: 433 KB
• Stars: 0
• Watchers: 12
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • Contributing: CONTRIBUTING.md
  • License: LICENSE.txt
  • Code of conduct: CODE_OF_CONDUCT.md
  • Codeowners: docs/CODEOWNERS

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README

          
# employee incentive plan

Reading the plain numbers of an share-based payment plan e.g. within the Baloise Group [financial statements](https://www.baloise.com/en/home/investors/publications/financial-statements.html) and [annual report](https://www.baloise.com/dam/baloise-com/documents/de/publikationen/jahresabschluss/2018/annual-report-baloise-group-2018.pdf) section 18.4 (page 225) can be pretty tough.

Hence this repository (visually and interactively) demonstrates some of the potential outcomes of such a plan by using the [open-source](https://en.wikipedia.org/wiki/Open_source) tool [Portfolio Performance](https://www.portfolio-performance.info).

[![IMAGE ALT TEXT HERE](https://img.youtube.com/vi/F0VWJM_B4FI/0.jpg)](https://www.youtube.com/watch?v=F0VWJM_B4FI)

# disclaimer

The following information are for demonstration purposes only. Yet they are derived from the actual annual report data.

## ⚠️ this is not an investment advice

## 💯 the calcualations do not include any fee or tax calculations / deductions

## 🚧 this project is currently under construction and may change significantly at any point in time

# idea(s)

## 01

### → [example XML for portfolio performance](eip/portfolio-performance.xml)

Invest (as an employee) annually (once a year) into [Baloise Holding AG (BALN.SW)](https://finance.yahoo.com/quote/BALN.SW/profile/).

![](eip/idea/01/00.png)

Invest a [minimum of three years](https://en.wikipedia.org/wiki/Lock-up_period) (in the following example starting in 2015) in a row and use [dividends](https://en.wikipedia.org/wiki/Dividend) and partial share selling to buy new shares each year.

![](eip/idea/01/01.png)

### performance

#### relativ

![](eip/idea/01/02.png)

#### absolute

![](eip/idea/01/03.png)

# data

All historical data within portfolio performance is taken from Yahoo Finance.