How often do you formally mark your portfolio to market and update all your spreadsheets?
I do it at the end of each month. I enter closing prices of each position, the new # of shares if its a fund that reinvests, new FX rates, and the principal paid on my mortgage. My spreadsheet then calculates my net worth, my actual asset allocation, differences in $ and % between my actual and target allocations, and $ and % gain/loss for the month and for the year.
(By the way, November was a really bad month!)
I do it at the end of each month. I enter closing prices of each position, the new # of shares if its a fund that reinvests, new FX rates, and the principal paid on my mortgage. My spreadsheet then calculates my net worth, my actual asset allocation, differences in $ and % between my actual and target allocations, and $ and % gain/loss for the month and for the year.
(By the way, November was a really bad month!)