Learn to read your portfolio
Short reads in order: returns first, then risk, managing your portfolio and, last, what you learn from other investors.
Returns6 articles
- How to calculate your portfolio return in ExcelWork out your portfolio's real return in Excel: the simple formula, the money-weighted return with XIRR and the TWR, with a step-by-step example.6 min read
- How to see your real return on Trade Republic and DEGIRO9 min read
- TWR vs simple return: why your real percentage may be different5 min read
- TWR vs money-weighted return: what each one measures5 min read
- How to compare your portfolio with an index (benchmark)5 min read
- Dividends: yield, yield on cost and what you will collect12 min read
Risk3 articles
- How many ETFs should you own? Check the overlap firstMore funds is not more diversification. MSCI and S&P data: the US is 72.94% of the MSCI World. Work out the overlap of your funds and ETFs.9 min read
- Drawdown: how much you were down (and why it matters)5 min read
- The Sharpe ratio: what it is and how to read it5 min read
