tag:blogger.com,1999:blog-5412267119677807353.post2234697163155791039..comments2023-10-19T09:26:12.912-05:00Comments on Rational Portfolio: Track Your Portfolio Performance.Georgehttp://www.blogger.com/profile/16406922076375040920noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-5412267119677807353.post-55936285622447443632013-09-25T09:13:18.405-05:002013-09-25T09:13:18.405-05:00There are many options if your portfolio is very s...There are many options if your portfolio is very simple. But long term analysis of portfolio performance is a problem if you trade different asset classes or have long/short positions as well as trade foreign stocks and want to see detailed statistics of your portfolio. Google finance is the best I have seen. Beatthebenchmark.net very good as well. I think that there is even more analysis Anonymoushttps://www.blogger.com/profile/17503987840776607517noreply@blogger.comtag:blogger.com,1999:blog-5412267119677807353.post-77713519406818162722010-03-09T15:25:52.274-06:002010-03-09T15:25:52.274-06:00I havent seen an existing tool which takes dividen...I havent seen an existing tool which takes dividends into consideration for stock performance calculations.<br /><br /> Are you using any existing portfolio tool to track the inidividual stocks? If yes, we will have to use some work arounds like reducing the amount of dividend received from purchase price. While it is not perfect, this should give a better picture about performance for dividend Georgehttps://www.blogger.com/profile/16406922076375040920noreply@blogger.comtag:blogger.com,1999:blog-5412267119677807353.post-36501869136612026222010-03-05T13:41:04.871-06:002010-03-05T13:41:04.871-06:00yes, your comment about how dividends can be accou...yes, your comment about how dividends can be accounted for at a portfolio level makes sense.<br /><br />i was asking a related question, as to what approach, if any, you might use to track returns on a dividend heavy stock - where measuring only price appreciation does not do justice.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5412267119677807353.post-87386820323972415792010-03-05T09:20:14.994-06:002010-03-05T09:20:14.994-06:00Hi,
Sorry for the delay, was tied up with work ...Hi,<br /><br /> Sorry for the delay, was tied up with work and exams. <br /> <br /> Glad that you found it interesting. Despite the looks, as you mentioned it is very easy to follow :-). <br /> <br /> You raised a good point, I havent seen any brokerage tools which automatically takes the dividend income into account while calculating performance. But you have good news!! By using the Georgehttps://www.blogger.com/profile/16406922076375040920noreply@blogger.comtag:blogger.com,1999:blog-5412267119677807353.post-79609793382181782652010-02-28T23:55:31.791-06:002010-02-28T23:55:31.791-06:00this is rather interesting. and may hit the mark o...this is rather interesting. and may hit the mark on what i want to do and being simple. if tracking becomes complicated, i am sure i will lose the habit.<br /><br />at first i was a little confused as to how this will work. but as i thought more about it, this seems to be a beautiful approach to overall measurement of performance of funds i manage (my family's).<br /><br />am inspired enough Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5412267119677807353.post-29170939433499499522010-01-09T22:31:21.233-06:002010-01-09T22:31:21.233-06:00Hi Jae,
Happy New Year!!
Thanks for the c...Hi Jae,<br /> <br /> Happy New Year!!<br /> <br /> Thanks for the comments. I have been using the portfolio tool for past 3 years and its very easy and effective. As you mentioned, there are few things which are optional. I added it because I want to have the ability to track multiple investors. <br /><br /> I am a regular reader of your site www.oldschoolvalue.com, Its one of the best site iGeorgehttps://www.blogger.com/profile/16406922076375040920noreply@blogger.comtag:blogger.com,1999:blog-5412267119677807353.post-57008549561548676792010-01-09T12:49:20.620-06:002010-01-09T12:49:20.620-06:00Thank you for this. Finally found what I was looki...Thank you for this. Finally found what I was looking for. I did make some changes since I don't run a mutual fund but it works great.Jae Junhttp://www.oldschoolvalue.comnoreply@blogger.com