Ah, tracking one's portfolio is fun. I often try to compare my holdings in different sectors and foreign markets, just for the heck of it, although I did it mostly by eyeballing.
Usually, by the time I discerned a trend, some holdings were already lagging behind others badly. I would then try to understand why, and see if I should rebalance into the losers.
Not sure if over the years, it would help my return much, but hey, what else does a guy do all day?
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"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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