Trustnet portfolio tool query

Aged

I don't have any investments in shares, but have started playing around on the Trustnet tool trying to set up a model share portfolio just for fun and for learning purposes. Am I correct in thinking that the share values are tracked, but the model takes no account of the dividends received? This is probably a stupid question and if so, I apologise, but please be kind as I'm only trying to learn. Thanks.

EthicsGradient

I haven't used their model portfolio itself, but their charting tool will show either including dividends, or without - the former being the default.

Eyeful

1. If you are new to investing, I suggest you take the time to look at these first.
https://www.kroijer.com/
https://www.assetmanagement.hsbc.co.uk/en/intermediary/capabilities/multi-asset/hsbc-global-strategy-portfolios

2. As for model portfolios, these may be of interest to you:
https://monevator.com/9-lazy-portfolios-for-uk-passive-investors-2010/
https://www.portfoliovisualizer.com/
https://portfoliocharts.com/

Aged

EthicsGradient said:

I haven't used their model portfolio itself, but their charting tool will show either including dividends, or without - the former being the default.

Thanks. I think I see what you mean - the chart can be shown as 'with reinvestment' or without. So is there no way for such a tool to quantify the dividends you would have received over a period of time, while the valuation shows only the value of the shares at the end of the period - is that correct?

Hopefully someone that uses the Trustnet portfolio tool can help?

Aged

Eyeful said:

1. If you are new to investing, I suggest you take the time to look at these first.
https://www.kroijer.com/
https://www.assetmanagement.hsbc.co.uk/en/intermediary/capabilities/multi-asset/hsbc-global-strategy-portfolios

2. As for model portfolios, these may be of interest to you:
https://monevator.com/9-lazy-portfolios-for-uk-passive-investors-2010/
https://www.portfoliovisualizer.com/
https://portfoliocharts.com/

Thanks for your input, I will certainly have a look at those links.

Aged

Note - I've changed the title of the thread to be more specific about what I'm asking.

Aged

Eyeful said:

...
 As for model portfolios, these may be of interest to you:
https://monevator.com/9-lazy-portfolios-for-uk-passive-investors-2010/
...

This is an interesting article, but I note that it was last updated in 2013 - surely this can no longer be relevant?

TheGreenFrog

Aged said:

EthicsGradient said:

I haven't used their model portfolio itself, but their charting tool will show either including dividends, or without - the former being the default.

Thanks. I think I see what you mean - the chart can be shown as 'with reinvestment' or without. So is there no way for such a tool to quantify the dividends you would have received over a period of time, while the valuation shows only the value of the shares at the end of the period - is that correct?

Hopefully someone that uses the Trustnet portfolio tool can help?

I use the Trustnet portfolio tool.  When I started using it years ago I intended to track the performance of my portfolio and set it up accordingly.  But I found it very clunky to use and inadequate for proper performance tracking so soon switched to an offline tool for that.  Now I use it solely as an easy way to find latest pricings for inputting into the offline tool.  Although the information for shares in particular is occasionally not updated on schedule.  Overall I don’t find it, or indeed any other online portfolio tool, that good.

MK62

No, the Trustnet Portfolio tool does not show dividends - it only tracks the share price.

Sarahspangles

I’ve used Trustnet for years, it is just the share price. I currently use it to track my SIPP performance compared to the performance of the fund I transferred out of. 

Eyeful

Aged said:

Eyeful said:

...
 As for model portfolios, these may be of interest to you:
https://monevator.com/9-lazy-portfolios-for-uk-passive-investors-2010/
...

This is an interesting article, but I note that it was last updated in 2013 - surely this can no longer be relevant?

1. These model portfolios are for long term investing and are as relevant today as in 2013.
I have just googled " lazyman portfolios for 2025".
Below are just two articles I picked at random, you will find those mentioned in 2013 are still around today.
https://www.lazyportfolioetf.com/best-etf-portfolio-of-the-year/2025/
https://portfolioslab.com/lazy-portfolios

2. If you have not seen them before, the following might be of interest to you
https://www.biglawinvestor.com/meet-the-gotrocks-family/
https://meaningfulmoney.tv/2023/05/20/how-to-choose-investment-funds-too-many-options/?sfw=pass1725654817