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.
We continue down the path of putting together a portfolio tracking spreadsheet by looking at six candidates to be the foundation of our sheet.
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.
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.
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?
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.
We take a look at Stockomendation, an aggregator which has all of the stock tips you could ever need. But are they any good?
Do Stop Losses really work? We look at the evidence and come up with some rules for using them.
You’re trying to reach a page that is behind our paywall. You can sign up to read it by pressing the Patreon button below – thanks. Patreon is a membership…
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…
 UK budget breakdown – income and spending
UK budget breakdown – income and spending
 Drawdown Strategy – Joining the Chain Gang
Drawdown Strategy – Joining the Chain Gang
 Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
 Becoming a Lloyd’s Name
Becoming a Lloyd’s Name
 Annual Portfolio Review 2020
Annual Portfolio Review 2020
 John Bender – Question Everything
John Bender – Question Everything
 Annual Portfolio Review 2019
Annual Portfolio Review 2019
 Stan Weinstein’s Stage System 1 – Charts and Buying
Stan Weinstein’s Stage System 1 – Charts and Buying
 Investment Trust Portfolio 2 – Money Week
Investment Trust Portfolio 2 – Money Week
 Stan Weinstein’s Stage System 3 – Selling and Shorting
Stan Weinstein’s Stage System 3 – Selling and Shorting
More
It’s tough to make predictions, especially about the future.
 Mark Minervini 1 – ...
 15.4k views
Mark Minervini 1 – ...
 15.4k views
 Stan Weinstein’s Stage System ...
 13.5k views
Stan Weinstein’s Stage System ...
 13.5k views
 UK budget breakdown – ...
 11k views
UK budget breakdown – ...
 11k views
 A guide for the ...
 10.1k views
A guide for the ...
 10.1k views
 The Plan
 8.7k views
The Plan
 8.7k views
 Ready-Made Portfolios – Hargreaves ...
 7.6k views
Ready-Made Portfolios – Hargreaves ...
 7.6k views
 Savings Rate – the ...
 7.5k views
Savings Rate – the ...
 7.5k views
 NEST vs The People’s ...
 7.3k views
NEST vs The People’s ...
 7.3k views
 Starting an Investment Club
 7k views
Starting an Investment Club
 7k views
 Mail Signup
 6.8k views
Mail Signup
 6.8k views


 
															 
															 
															 
															 
															 
															 
															 
															