Tag: Portfolio measurement

Emergency button, Photo by Jason Leung on Unsplash

Tackling My Third Financial Crisis

When it comes to running my portfolio, I spend a fair amount of time thinking ahead. I like to plan what new money I’m likely to add over the next year, whether to shift my position sizes a bit, and sell a holding or two to use up my annual CGT allowance.

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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