Category: Active investing

Technical Analysis

Starting Technical Analysis

We set out a plan to re-learn Technical Analysis after a 15-year break (syllabus, books to study, instruments to trade) and ask for your feedback to help us

Portfolio Tracking Spreadsheet

Portfolio Tracking Spreadsheet, part 3

In our search for a portfolio tracking spreadsheet, we look at Richard Beddard’s Share Sleuth sheet, recently upgraded to an ‘investment decision engine’

Poprtfolio Tracking Spreadsheet

Portfolio Tracking Spreadsheet, part 2

We continue down the path of putting together a portfolio tracking spreadsheet by looking at six candidates to be the foundation of our sheet.

Rate of Return

Rate of Return – Time is not Money

We take a look at Rate of Return: time- and money-weighted, what’s best for fund managers and private investors, and how to tell if you’re adding value.