Portfolio Tracking Spreadsheet part 7 plus SmallCap update 10

Portfolio Tracking Spreadsheet

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4 Responses

  1. Avatar andy says:

    Hi Mike – hold a fair few stocks in common as I’ve an IHT portfolio for my Mum.
    I’ve held Trifast in thr past – it isn’t AIM, but Main market.
    All the best

    • Mike Rawson Mike Rawson says:

      Hi Andy,

      Thanks for the spot. That’s the danger of converting a portfolio after you’ve started it.

      II’ll be sorry to see it go, but luckily it hasn’t been one of the major winners, so hasn’t affected portfolio performance by much. It’s up slightly less than the portfolio as a whole at the moment.

  2. Avatar Martin says:

    Hi Mike,

    It has been very useful to see the tracking spreadsheet being developed over time and I will look to build a portfolio very much based around the principles you have set out. The portfolio I build is going to look slightly different as I will avoid the significant winners that perhaps now don’t represent such good value along with the few significant losers of course. Can you please make a copy of the tracking spreadsheet available?



    • Mike Rawson Mike Rawson says:

      Hi Martin,

      Thanks for the reminder. I am planning to do more work on the tracking sheet, but for the next month I’ll be focusing on the Technical Analysis sheet. So now is a good time to release the current version.

      I’ll try to work out the best way of doing this via the website, but for now it would be easiest if you emailed me from a Gmail account, which I can then give permission to access the sheet. The you can save your own copy to Google Sheets.



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Portfolio Tracking Spreadsheet part 7 plus SmallCap update 10

by Mike Rawson time to read: 7 min
More in SmallCap (AIM), Tools
Portfolio Tracking Spreadsheet
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...