How do people analyse this and using what tools or calculations. What I mean by weighted is because I add NEW money little and often to portfolio I find it trickier to calculated returns in a given quarter/year as effectively as I would like. Example: Many compare returns to S&P500, so if £100 in S&…

[image] Hbomb: in the year some will return 12%, others 5% some even negative depending on the price at time of purchase. So whilst you can see portfoli Makes sense to me. I use google sheets to unitise any cashflows, effectively as if my own investment decisions were made as part of managin…

Thanks, I am gonna need to take some time to go through this haha, then see if I can use parts to achieve what I mean. But sounds good in principle and will post back if any questions :smiley:

Weighted portfolio growth

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Dougal1984 March 3, 2021, 6:14pm 2

Makes sense to me. I use google sheets to unitise any cashflows, effectively as if my own investment decisions were made as part of managing my own portfolio, and then compare to a global equity tracker fund.

I use a modified version of this.

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Weighted portfolio growth

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