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.
Category: Active investing
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?
Stock Selection: Compound Income Scores
In the first post of a series on stock selection, we look at the Compound Income Scores, and how they can be used to construct an Income Portfolio.
Stockomendation – all of the tips at once
We take a look at Stockomendation, an aggregator which has all of the stock tips you could ever need. But are they any good?
Stop Losses
Do Stop Losses really work? We look at the evidence and come up with some rules for using them.
Piggyback Portfolio 2 – Selling Rules
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Stockopedia at the London Investor Show 2014
The first presentation in the main auditorium at the London Investor Show was by Edward Page-Croft from Stockopedia, a company which sells subscriptions to a stock-screening and ranking service. Most…
