Portfolio Tracking Spreadsheet part 7 plus SmallCap update 10
More work on the portfolio tracking spreadsheet, and a look at how the SmallCap Growth (AIM) portfolio weathered another volatile fornight in the markets.
Category: Active investing
Free Charting Software – Technical Analysis 3
To support us in our study of Technical Analysis, we look at the capabilities of the free charting software available, and match them against our needs.
Portfolio Tracking Spreadsheet part 6 plus SmallCap update 9
More work on the portfolio tracking spreadsheet, and a look at how the SmallCap Growth (AIM) portfolio weathered a bumpy month in the markets.
Technical Analysis 2 – Spread Betting demo account
As part of our experiment in learning technical analysis we’re going to need a spread betting demo account that lets us gamble with fake money,
Portfolio Tracking Spreadsheet part 5 plus SmallCap update 8
We continue to build our portfolio tracking spreadsheet, and take a look at how the SmallCap Growth (AIM) portfolio weathered this week’s correction.
Portfolio Tracking Spreadsheet part 4 plus SmallCap update 7
We finally start to build our portfolio tracking spreadsheet, and along the way grab an update on the progress of the SmallCap Growth (AIM) portfolio.
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’
Half and half – playing market cycles
We look at a paper from Crestmont Research about stock market cycles and how to adjust your investment approach so as to enhance your returns.
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.
Keeping up – live portfolio tracking spreadsheet
We look at what we need from a portfolio tracking spreadsheet, and see what tools, tutorials and examples are available to help us build one.
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.
Stock Screens – Joel Greenblatt’s Magic Formula
We take our first look at Stock Screens, beginning with the Magic Formula made famous by Joel Greenblatt. Does it work, and can we apply it to UK stocks?
