Hi, Rational. Thanks for this report card. I did do it as you suggested, in Excel, though I didn't know how to use the formula you suggested. I esp. liked tracking what it would have been had I done nothing. Doing nothing, I would have lost 3.2% (-3.2%). Fiddling, I lost (-5.48%). That's better than the S&P, but not the direction I want to continue in.
I'm looking forward to do this going back to 2020, which is when I started making changes to an inherited portfolio.
I'm keeping in mind that this is learning process. And I'm doing a postmortem to learn by.
Hi, Rational. Thanks for this report card. I did do it as you suggested, in Excel, though I didn't know how to use the formula you suggested. I esp. liked tracking what it would have been had I done nothing. Doing nothing, I would have lost 3.2% (-3.2%). Fiddling, I lost (-5.48%). That's better than the S&P, but not the direction I want to continue in.
I'm looking forward to do this going back to 2020, which is when I started making changes to an inherited portfolio.
I'm keeping in mind that this is learning process. And I'm doing a postmortem to learn by.
Thank you for all your sage wisdom,
Happy Holidays. :)
Thanks for the shout out Rational Walk!