How to properly review your investments?

MACKEM99

NottinghamKnight said:

MACKEM99 said:

Albermarle said:

In other words just leave it alone and do not be tempted to fiddle with it .

my mum used to say that to me a lot.

...and you didn't listen to her did you?

pardon?

darkidoe

TheLittleSaver said:

I am writing the question again, before it gets covered by other comments.

@darkidoe

I've downloaded the spreadsheet you suggested, but when I change the dates it gets crazy, gives me a lot of errors/missing elements (in the "Missing+ Extra" columns) and the dates disappear? Did you experience this too the first time nad how do you solve it, please?

If anyone else knows how to fix this, that would be much appreciated.

Thanks

You just have to change the 'Year' and 'Month' that you want to start calculating your returns from. The other sheets will automatically change to start on the Month/Year you entered and require you to enter data until the latest month.

What you do next is to give your Account1 a name, for example ISA portfolio or SIPP portfolio or General Investment account. You can enter a few different investment pots into Account 1, Account 2, Account 3 and so on. Next all you need to know from your accounts is
 1) Any Contributions you invested into the account in a particular month
2) Any Withdrawals you withdrawn from the account in the month
3) Remaining value of the account at the end of the month

Enter those values into the sheets and the sheet will magically calculate the figures for your portfolio return and personal return on the first sheet. 

The Missing columns in red is there to tell you how many data points you need to fill in to get an accurate number. 

You will need to manually enter those figures monthly.

TheLittleSaver

darkidoe said:

You just have to change the 'Year' and 'Month' that you want to start calculating your returns from.

Yes, that's what I did, but as soon as I change those values, I get those issues.

darkidoe

TheLittleSaver said:

darkidoe said:

You just have to change the 'Year' and 'Month' that you want to start calculating your returns from.

Yes, that's what I did, but as soon as I change those values, I get those issues.

You need to enter what your monthly portfolio balances are into the sheets under Account 1.

VXman

Just started using Trustnet to follow my portfolio. Inputted various funds from Vanguard and HL and some UK shares. However, struggling to find some of my US shares like Netflix for example. There are very few US companies under international equities. Whats the issue here?