Month: August 2018

Glowing sign representing exit fees

The Travesty Of Broker Exit Fees

As First World problems go, paying exit fees on your investment account must rank pretty highly. But ultimately, as more and more of us invest, it is important that the charges we incur are both fair and transparent. And broker exit fees, in many cases, seem to be neither.

Calcalutor, paper and tax calculations

How To Measure Your Portfolio Performance

Measuring the performance of your portfolio can be a little tricky in practice. Having experimented with a few methods, I’ve now settled on a mixture of Google Sheets to provide an up-to-date valuation and a simple unitisation calculation to measure my portfolio performance.

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