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.
Category: Tools
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’
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 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?
US Stocks for UK DIY Investors
I have not been a direct investor in US stocks since the dot-com boom (or rather the bust) in 2000, but there have been significant advances in trading technology since…
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…
