The current article in this series provides responses related to:
- Tracking portfolio performance
- How can an investor calculate the CAGR of a portfolio?
Tracking portfolio performance
Dear Vijay,
Can you share how do you track your portfolio performance because with buy/sell transactions at different times, more cash infusion in the portfolio, dividends etc., I am not sure if I am using excel formula correctly to calculate CAGR on investment?
It will be great if you can share your view on how to calculate portfolio returns or any excel template for the same.
Also how to include the dividend paid by the company?
Author’s Response:
Hi,
Thanks for writing to us!
We use valueresearchonline for keeping track of our portfolio performance. We manually update each our portfolio transactions at Value research as and when we do such transactions. Value research shows us life till date CAGR of entire portfolio as well as individual stocks.
However, the yearly & cumulative CAGR data, which we put in our portfolio performance has been calculated by exporting the transactions from valueresearchonline.com into a Microsoft Excel file and using XIRR function.
The portfolio tracker at value research gives auto notification when any dividend is due on the stocks in the portfolio. One can then update the same in 2-3 clicks of the mouse and the dividend transaction gets added in the overall transactions of the portfolio and the updated returns reflect the impact of dividend as well.
Hope it answers your concerns.
All the best for your investing journey!
Regards
Dr Vijay Malik
How can an investor calculate the CAGR of a portfolio?
Hi Dr Vijay,
I have a few questions. Hope you can shed some light on the points below:
How to calculate CAGR of a Portfolio: I have been investing for the last 13 yrs and want to calculate the CAGR of my portfolio. I have multiple buys and sells in a year.
Author’s Response:
Hi,
Thanks for writing to us!
For CAGR, investors may use the XIRR formula of the Excel. There would be many tutorials about XIRR on the internet, which you may refer to for guidance on usage of XIRR.
All the best for your investing journey!
Regards,
Dr Vijay Malik
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Disclaimer
This article was originally written and published during the period when I, Vijay Malik, was registered with SEBI as an Investment Adviser. I am currently registered with SEBI as a Research Analyst (Regn. No. INH100008364).
This article is for educational purposes only and should not be construed as investment advice or a recommendation to buy or sell any securities. Investors should do their own research before making any investment decisions.
I, or my immediate relatives, do not have any financial interest in the companies discussed as on the date of publication of this article, nor do we hold one per cent or more of the securities of such companies at the end of the month immediately preceding it. I do not have any material conflict of interest and have not received any compensation or other benefits from the companies or any third party in relation to this article during the 12 months preceding its publication. I have not served as an officer, director, or employee of the subject companies, nor have I been engaged in market making activity for them.
