To download this spreadsheet, right click on this link and choose “Save target as” or “Save link as” from the menu items.
Description: A simple MS Excel template (Office 2003) you can use to compare your portfolio returns versus SPY, an ETF that tracks the S&P 500 Composite Index. Greyed out areas are calculations and should not be changed. A few examples have been prefilled in blue.
You may use, distribute, and modify this spreadsheet however you wish. For more information on how to use it, read Part I and Part II of how to measure your portfolio’s performance against the market. Comments, corrections, additions, and suggestions are welcome below.
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I don’t enjoy investing. Good thing, too. ยป
[…] so far, and anything interesting I find. Posted on 08 May 2006 by Ricemutt Comment | Trackback Relatedposts: […]
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Harry Teder
Thank you for the spreadsheet- just what I’ve been looking for.
Question: is there a reasonable way to include the commission in the cost basis?
Ricemutt
To keep things simple, I’d just include the total cost of the commissions (fees for buying and selling) into the cost basis. For example, if I buy IBM, it costs me $9.95. It will also cost me $9.95 to trade the shares eventually when I want to sell them, assuming my plan is to sell them all at once, and the commissions for selling are the same as for buying. So, I’d include $19.90 into the cost basis when I fill in the sheet for my purchase cost of IBM.
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