Quote:
Originally Posted by SSLance
You talked me into it once again Greg... Thanks!!
I had some free time this afternoon so I finally made a spreadsheet up tracking all of my initial buys, divvies received, growth and earnings %s.
I had always tracked my investments inside Quicken, but it adds each dividend reinvestment to the initial cost basis which really skews the numbers. By figuring the earnings back against the initial investment, it gives a MUCH clearer picture of the results...and lets one make more intelligent trading decisions. With everything else going on in my life, I've let this stuff just sit and ride and while that hasn't really hurt me (thanks to Dividend Growth Investing strategy) it can be optimized which I'll be doing shortly.
|
I'm not sure if this helps or not, but you mentioned spreadsheets.. this is an example of the spreadsheet I made to track my stuff... not sure if it would help anyone here or not, but it certainly helps me!
Link:
https://docs.google.com/spreadsheets...it?usp=sharing
let me know if you have any questions or comments - or if its useful enough to want a copy of it!
Essentially, i track my purchases and dividend payments on the ticker tab, and that reports back to the summary tab and auto calc's total returns, yield on cost, etc.