Portfolio Tracking Spreadsheet part 6 plus SmallCap update 9

Portfolio Tracking Spreadsheet

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6 Responses

  1. Avatar Stephen iles says:

    Excellent post – I improved my own spreadsheet after learning from you that the Google price could be imported and love how much input time is saved and errors reduced. Thankyou for sharing your progress on this sheet, I am using your suggestions and tweaking if necessary.

    I feel it best not to have too much past data so as to avoid “analysis paralysis” – it is the future I’d like to know more about !! Once a share drops into the red nominal stop loss area it gets watched like a Christmas turkey.

    • Mike Rawson Mike Rawson says:

      Hi Stephen,

      Thanks for the encouragement. I plan to work on the sheet every few weeks.

      Anything that saves time and effort, and reduces errors and emotion has got to be a good thing.

  2. Avatar Doug says:

    Looking good so far! Are you planning to release the sheet so others can look into your changes and possibly make their own copy?

    • Mike Rawson Mike Rawson says:

      Hi Doug,

      Yes I am – probably in another couple of versions time, so 2 to 4 weeks I would guess.



  3. Avatar Ian M Smith says:

    Hi Mike,

    Your spreadsheet is coming on very well. Your certainly correct that it is a great method to promote self discipline, psychology and money management too,=.


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Portfolio Tracking Spreadsheet part 6 plus SmallCap update 9

by Mike Rawson time to read: 4 min
More in SmallCap (AIM), Tools
Portfolio Tracking Spreadsheet
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...