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Interview with Jason Zweig

Good interview with Jason Zweig on Wealthtrack
by SLH
Sat Aug 03, 2013 3:01 pm
 
Forum: Investing - Theory, News & General
Topic: Interview with Jason Zweig
Replies: 1
Views: 642

Re: Mint Vs Ibank Vs Quicken for mac

I am using portfolio-hub.com to track my investments (e.g., balance trends and performance). It has worked well for me so far.
by SLH
Fri Jul 19, 2013 1:26 pm
 
Forum: Personal Finance (Not Investing)
Topic: Mint Vs Ibank Vs Quicken for mac
Replies: 40
Views: 5361

Re: Best online portfolio viewing site?

I have been using portfolio-hub.com to track my portfolio.
by SLH
Thu Jul 18, 2013 10:21 pm
 
Forum: Investing - Theory, News & General
Topic: Best online portfolio viewing site?
Replies: 48
Views: 5757

Re: Software to Accurately Track Portfolio?

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.
by SLH
Fri Jan 18, 2013 10:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: Software to Accurately Track Portfolio?
Replies: 8
Views: 950

Vanguard blog: REITs - A word of caution

I found this recent Vanguard blog post and thought it may be of interest:
http://www.vanguardblog.com/2013.01.10/ ... ution.html
by SLH
Sat Jan 12, 2013 12:11 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard blog: REITs - A word of caution
Replies: 4
Views: 1189

Re: How do you track & analyze your portfolio, esp.401k?

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.
by SLH
Thu Jan 10, 2013 10:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: How do you track & analyze your portfolio, esp.401k?
Replies: 27
Views: 3330

Re: Does Fidelity have performance tools?

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...
by SLH
Thu Jan 03, 2013 8:42 pm
 
Forum: Investing - Theory, News & General
Topic: Does Fidelity have performance tools?
Replies: 25
Views: 1213

Re: Does Fidelity have performance tools?

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...
by SLH
Thu Jan 03, 2013 8:05 pm
 
Forum: Investing - Theory, News & General
Topic: Does Fidelity have performance tools?
Replies: 25
Views: 1213

Re: Does Fidelity have performance tools?

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...
by SLH
Wed Jan 02, 2013 9:54 pm
 
Forum: Investing - Theory, News & General
Topic: Does Fidelity have performance tools?
Replies: 25
Views: 1213

Re: How to calculate return on a portfolio

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. ...
by SLH
Sun Dec 30, 2012 11:51 am
 
Forum: Investing - Theory, News & General
Topic: How to calculate return on a portfolio
Replies: 55
Views: 3766

Re: Which Financial Software do You Use?

I use portfolio-hub because it allows me to track all my investments. It provides nice performance and balance trend reports.
by SLH
Fri Dec 28, 2012 10:52 pm
 
Forum: Personal Consumer Issues
Topic: Which Financial Software do You Use?
Replies: 51
Views: 3717

Re: Is Mint a security risk?

I recently started to use portfolio-hub, which eliminates these security risks, to track my investment portfolio.
by SLH
Tue Dec 18, 2012 8:37 pm
 
Forum: Personal Consumer Issues
Topic: Is Mint a security risk?
Replies: 21
Views: 2142

Classification of FTSE All-World ex-US Small-Cap Index Fund

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...
by SLH
Tue Mar 13, 2012 1:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: Classification of FTSE All-World ex-US Small-Cap Index Fund
Replies: 3
Views: 553

Re: Question about rate of return using XIRR

Thank you very much for the replies. The explanations and links are extremely helpful.
by SLH
Tue Mar 13, 2012 12:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: Question about rate of return using XIRR
Replies: 10
Views: 1013

Re: Question about rate of return using XIRR

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...
by SLH
Tue Mar 13, 2012 9:19 am
 
Forum: Investing - Help with Personal Investments
Topic: Question about rate of return using XIRR
Replies: 10
Views: 1013

Question about rate of return using XIRR

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...
by SLH
Mon Mar 12, 2012 1:37 pm
 
Forum: Investing - Help with Personal Investments
Topic: Question about rate of return using XIRR
Replies: 10
Views: 1013

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