Bogleheads.org

I have been using the site for a while. I compared the returns from portfolio-hub with the ones from the Morningstar portfolio tracker and got very similar results.

I found this recent Vanguard blog post and thought it may be of interest:
http://www.vanguardblog.com/2013.01.10/ ... ution.html

There are a number of ways to track the performance of an investment portfolio. I used Excel in the past, but recently I switched to portfolio-hub to track the performance across all my accounts. I find it easy to use and I like the graphical output.

I have my 401k with Fidelity and all my other accounts with Vanguard. I am using portfolio-hub to calculate my dollar-weighted investment return. I just keep track of all my transactions of the various accounts in a single Excel spreadsheet and then upload it to the website to get my investment per...

I have my 401k with Fidelity and all my other accounts with Vanguard. I am using portfolio-hub to calculate my dollar-weighted investment return. I just keep track of all my transactions of the various accounts in a single Excel spreadsheet and then upload it to the website to get my investment per...

I have my 401k with Fidelity and all my other accounts with Vanguard. I am using portfolio-hub to calculate my dollar-weighted investment return. I just keep track of all my transactions of the various accounts in a single Excel spreadsheet and then upload it to the website to get my investment perf...

Previously, I created an Excel spreadsheet to keep track of the performance of my investments in different accounts. I used the XIRR function to calculate dollar-weighted trailing returns and annual returns for all my accounts. However, I found it a bit tedious to keep track of everything in Excel. ...

I use portfolio-hub because it allows me to track all my investments. It provides nice performance and balance trend reports.

I recently started to use portfolio-hub, which eliminates these security risks, to track my investment portfolio.

Thanks for the clarification.

I have quick question regarding the classification of the FTSE All-World ex-US Small-Cap Index Fund (VFSVX). According to Vanguard and Morningstar this fund is classified as “Foreign Small/Mid Growth”. However, looking at the Morningstar 3x3 style box, the majority of the fund’s holdings are classif...

Thank you very much for the replies. The explanations and links are extremely helpful.

Thank you for your replies. I greatly appreciate it. Just to clarify a few points: - Yes, I am in the accumulator phase and have been adding money during this time period (2007 – 2011). - The XIRR figures are annualized returns. I am still a bit confused about the overall returns using the two diffe...

Hi, I have been following this forum for a long time and learned a tremendous amount. Recently, I calculated the rate of return of my portfolio using the XIRR function in Excel. Specifically, I calculated the returns for every single year (2007, 2008, 2009, 2010, and 2011) and also over the entire t...