Portfolio measurement Archives – IT Investor

Tackling My Third Financial Crisis

ITinvestor — Tue, 03 Sep 2019 08:00:20 +0000

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. I also like…

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Picking My Perfect Performance Measure

ITinvestor — Tue, 18 Jun 2019 08:55:03 +0000

Measuring the progress of your portfolio is vital as an active investor. But choosing the right benchmark isn't that easy.

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3 Ways To Overpower Your Monkey Brain

ITinvestor — Thu, 17 Jan 2019 14:10:38 +0000

Investing can be simple but it's rarely easy. Our monkey brains are constantly playing tricks on us and taking mental shortcuts that can undermine even the best investing decisions. Here are 3 ways I use to get the upper hand.

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2018 Review: Reshuffling My Pack

ITinvestor — Tue, 01 Jan 2019 13:43:34 +0000

2018 was an unusually busy year for my portfolio as I continued to shift both towards a more global outlook and to seek a little more income.

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2018: Two Big Dips But Still All Flat

ITinvestor — Tue, 11 Dec 2018 11:18:37 +0000

2018 has certainly seemed like a pretty scary year, with two sizeable market setbacks, but thanks to a small decline in the pound, world markets have basically been flat for UK investors.

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Go Global Or Go Home

ITinvestor — Tue, 20 Nov 2018 11:24:03 +0000

We're always told to avoid home bias and have a diversified portfolio. So, I crunched the numbers to find out how truly global I am.

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Bear Essentials: How I Approach Stock Market Falls

ITinvestor — Sun, 14 Oct 2018 11:30:11 +0000

We’re currently in ‘correction’ territory with the UK market down 10% from its most recent peak in May 2018. Stock market falls like this can hit investment trusts harder than most, as a lot of funds have some level of gearing and discounts to asset values tend to widen. I’ve recently put some money into…

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How To Measure Your Portfolio Performance

ITinvestor — Fri, 10 Aug 2018 12:37:37 +0000

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. It’s not a fully automated process, but as measuring your portfolio performance…

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