Comments on: Portfolio Performance vs S&P 500 spreadsheet (.xls)

By: An automated version of my Portfolio vs. S&P 500 tracking spreadsheet | Experiments in Finance

Mon, 18 Feb 2008 13:31:03 +0000

[...] Before my site went down last week, I received an email from Jae Jun at Old School Value (a fellow value investing blogger) who took it upon himself to make an automated version of my portfolio tracker spreadsheet that I created when this site first launched (the original version’s here). [...]

By: Ricemutt

Ricemutt — Sat, 01 Sep 2007 22:01:44 +0000

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.

By: Harry Teder

Harry Teder — Sat, 01 Sep 2007 20:33:56 +0000

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?

By: My stock portfolio performance to date | Experiments in Finance

My stock portfolio performance to date | Experiments in Finance — Thu, 12 Oct 2006 17:59:39 +0000

[...] Personal finance, Value investing Since I started investing on my own (roughly a year and half ago), I’ve been trying to be diligent about keeping track of my transactions and performance. I’ve found that individual investors very seldom know how they’re doing, or even if they’re beating the index. Excel makes this much easier to do, and I created a spreadsheet for this purpose (along with part one and part two instruction guides). [...]

By: I don’t enjoy investing. Good thing, too. »

I don’t enjoy investing. Good thing, too. » — Mon, 08 May 2006 15:40:25 +0000

[...] so far, and anything interesting I find. Posted on 08 May 2006 by Ricemutt Comment | Trackback Relatedposts: [...]