Resources – Portfolio Management
Track Individual Stocks & ETFs
To track the individual performance of your investments in stocks and exchange traded funds we recommend using something free and simple like Google Finance. The portfolio function in Google Finance allows you see at a glance how each of your investment assets are performing. There are plenty of other free online portfolio tracking solutions, but we find that Google Finance covers our needs in this area – especially as it covers all the share markets we are invested in.
Track Your Portfolio
To track the combined performance of your portfolio of investments we recommend using a simple spreadsheet. On a monthly, quarterly or other period of time you record in the spreadsheet the current valuation of your investments. Plus, you also record any time when you add funds to your portfolio, or when you take money out. To see an interactive example of our version of this simple spreadsheet in action, please click the "Interactive Example" link on the right. If you would like to download an Excel spreadsheet template for your own use, please click the "Excel Template" link on the right.
To track the balance of your portfolio recommend comparing your investments using weighted averages. When building your portfolio you need to ensure that you are not becoming over-exposed to any one asset class and also that your portfolio is aligned with your Risk Profile (click the link on the right to access our worksheet that assesses your Risk Profile). We have developed a simple spreadsheet template that you can use to compare your investments using weighted averages. To see an interactive example of the Weighted Average spreadsheet in action, please click the "Interactive Example" link on the right. If you would like to download an Excel spreadsheet template for your own use, please click the "Excel Template" link on the right.