Your Investment performance for 2016.
Discussion
It would be very useful to know rough amounts too - it's quite easy to get look at 20% investments when it's a couple of k, something else when it's 100s of k! I'm sure some of you have great portfolios but the internet has a lot of people boasting about large gains only to then reveal they own about £2k of stock!
RichS said:
How does one do that? I have difficulty tracking overall annual returns since I invest more cash throughout the year.
Surely anyone that's sophisticated enough to be running their own investment portfolio is sophisticated enough to be able to set up a simple spreadsheet to calculate a return including an allowance for inter-period cash flows?!If you can't do that, you can't credibly be analysing the companies that you are investing in - in which case the returns are primarily luck, not skill!!
sidicks said:
Surely anyone that's sophisticated enough to be running their own investment portfolio is sophisticated enough to be able to set up a simple spreadsheet to calculate a return including an allowance for inter-period cash flows?!
If you can't do that, you can't credibly be analysing the companies that you are investing in - in which case the returns are primarily luck, not skill!!
But as we all know monkeys throwing darts will out perform 'professionals with skill' and yet there are still people willing to pay fees to the experts!If you can't do that, you can't credibly be analysing the companies that you are investing in - in which case the returns are primarily luck, not skill!!
http://www.cass.city.ac.uk/news-and-events/news/20...
Edited by Fittster on Saturday 31st December 00:51
RichS said:
How does one do that? I have difficulty tracking overall annual returns since I invest more cash throughout the year.
I would track each individual cash investment as a separate sum of money. That way you could compare like for like, depending on how you are taking your dividends (mostly reinvested for me, which makes it even more fiddly). Jockman said:
GT03ROB said:
With the final results just about in I'm up just over 19%, quite happy with that.
What about the rest of you?
How's the most important investment of all - the wife??What about the rest of you?
RichS said:
davepoth said:
I don't have a spreadsheet set up so it's difficult to work out after taking account of extra investment.
How does one do that? I have difficulty tracking overall annual returns since I invest more cash throughout the year. Gassing Station | Finance | Top of Page | What's New | My Stuff