Community

Share knowledge. Find answers. Ask questions.

Online Share Trading

Engage and learn about markets and trading online

Tracking your investment portfolio's performance

 

iStock-157724798_150px.jpg

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

How is your investing or trading going? Are you making money? Are you beating the market? These are critical questions that most often are ignored, bu we need to know if what we’re doing is working. There is no point in ignoring your returns. Sure they may be negative or below market returns, but even if that is the case we need to know so we can adjust our strategy to one that is profitable and market beating.

 

The problem is that we’re only given the total return of a share since we bought it and this excludes dividends and is since the purchase, but not annualized.

 

We need to unitise our portfolio so that we can accurately track our portfolio and also make provisions for adding new money and withdraws we may make.

 

The video link below explains how to go about unitizing your portfolio and accurately track your returns. 

 

http://s3.amazonaws.com/OST/StandardOST_portfolio_return.wm

Contributors
Version history
Revision #:
5 of 5
Last update:
‎08-05-2017 11:10 AM
Updated by: