portfolio reporting
by conmax | April 21, 2018 11:18 pm
travis,
i am not sure that reporting your portfolio returns on an absolute basis is the best representation for irregulars members. often have to look at your purchase date to determine if an equity has a decent return.
Source URL: https://www.stockgumshoe.com/2018/04/microblog-portfolio-reporting/
looking for safe repeat safe hi yield income for retirement good cefs that got through 2008-2009 any thoughts thx
That’s probably true. I am trying to disclose as much as I can in a reasonable way, but there isn’t a clear annualized or portfolio return that’s easily discernible from that portfolio and from my transactions over time. Nor, of course, am I interested in encouraging everyone to try to mimic my portfolio — it’s just another learning tool and, for me, a discipline tool.
I’ve been thinking about ways to make this better or clearer (and easier to manage on my part), so I’ll keep that in mind.
For what it’s worth, my total portfolio (including both individual equities and options and my diversified fund investments) has returned about 25.3% since I started tracking it in this way at the start of 2017, which is better than the S&P 500 but not dramatically so (the S&P, including dividends, has returned about 22% over that same time period).