I have one bank account where I make all of my investments. I follow very basic strategy of transferring money each month to that account and buy sp500 (50%) and strong local dividend stocks (50%). I'm tracking everything in sheets but I've used different apps over the course of my investments, but none of them are great (unless you pay maybe).
I can't seem to be getting the performance measurements right though. How and what exactly should I measure as the performance of my investments when I add money to my portfolio every month?
What are the standard KPIs? Yield, return, uncapitalized gains?
Any help would be much appreciated!
Submitted November 22, 2023 at 01:44AM by RegexBro https://ift.tt/l2ZfkJd
