ownyourfuture
Thinks s/he gets paid by the post
- Joined
- Jun 18, 2013
- Messages
- 1,561
All of my accounts, 401-k, IRA, Taxable brokerage account, offer 'Personal Rate Of Return' information.
My 401-k is all mutual funds, my IRA & taxable brokerage account, contain a mix of individual stocks, funds, & etf's.
I wanted to see how my stocks alone, compared to the Dow Jones Industrial average & S&P 500.
I came up with the following.
Every day I take the closing percentage gain/loss of (only the stocks) in my taxable account, my IRA, the DJIA, & the S&P 500
Even if it was negative for the day, I highlight the best performer in green, & the worst in red.
The best daily performer scores a 1, up to a 4 for the worst.
After 5 trading days, I do a weekly summary.
This shows the 'total' return for the week & I highlight the winner.
I keep a running tab of the total points on the bottom.
Here's what it looks like.
**I wasn't able to highlight text, or use colors
Notice you have to scroll to the right to see the S&P 500
Disclosure: My brokerage account contains 20 stocks
My IRA has only 5 & is heavily weighed in apple (about 60%)
I was fortunate enough (for now at least) to pick it up in the the low 390's
Let me know what you think.
Steve
My 401-k is all mutual funds, my IRA & taxable brokerage account, contain a mix of individual stocks, funds, & etf's.
I wanted to see how my stocks alone, compared to the Dow Jones Industrial average & S&P 500.
I came up with the following.
Every day I take the closing percentage gain/loss of (only the stocks) in my taxable account, my IRA, the DJIA, & the S&P 500
Even if it was negative for the day, I highlight the best performer in green, & the worst in red.
The best daily performer scores a 1, up to a 4 for the worst.
After 5 trading days, I do a weekly summary.
This shows the 'total' return for the week & I highlight the winner.
I keep a running tab of the total points on the bottom.
Here's what it looks like.
**I wasn't able to highlight text, or use colors
Notice you have to scroll to the right to see the S&P 500
Disclosure: My brokerage account contains 20 stocks
My IRA has only 5 & is heavily weighed in apple (about 60%)
I was fortunate enough (for now at least) to pick it up in the the low 390's
Let me know what you think.
Steve
Code:
Best Daily Performer Green Worst Red
Number Behind Daily Percentage Gain/Loss: = Days Standing. 1 Best - 4 Worst
Date My Brokerage Account My IRA DJIA S&P 500
08/02/13 +0.15% 4 +0.85% 1 +0.19% 2 +0.16% 3
08/05/13 -0.06% 2 +0.83% 1 -0.30% 4 -0.15% 3
08/06/13 -0.41% 1 -0.73% 4 -0.60% 3 -0.57% 2
08/07/13 -0.14% 1 -0.24% 2 -0.31% 3 -0.38% 4
08/08/13 +0.23% 2 -0.52% 4 +0.18% 3 +0.39% 1
Week 1 Total -0.23% 10 +0.19% 12 -0.84% 15 -0.55% 13
08/09/13 -0.22% 1 -0.92% 4 -0.47% 3 -0.36% 2
08/12/13 -0.02% 2 +1.92% 1 -0.04% 3 -0.12% 4
08/13/13 +0.26% 3 +2.47% 1 +0.20% 4 +0.28% 2
Tab 16 18 25 21
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