How We track Portfolio Performance

Modified: 26-Dec-20

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

P.S.

 

DISCLAIMER

  • The above discussion is only for educational purpose to help the readers improve their stock analysis skills. It is not a buy/sell/hold recommendation for the discussed stocks.
  • I am registered with SEBI as an Investment Adviser under SEBI (Investment Advisers) Regulations, 2013.
  • Currently, I do not own stocks of the companies mentioned above in my portfolio.

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