Search found 12 matches

by macandal
Fri May 19, 2017 8:26 pm
Forum: Investing - Help with Personal Investments
Topic: I'm having a freak-out moment (portfolio question)
Replies: 24
Views: 2793

I'm having a freak-out moment (portfolio question)

Okay, I hope I'm doing this right. If I miss anything, just ask and I'll do my best to get the missing info for you. I'm about to turn 50 and freaked out for a moment. I'm thinking, I'm not doing this right and I need to fix it to see if I can still save myself. Basics: Emergency funds: Just started...
by macandal
Tue Apr 04, 2017 3:14 pm
Forum: Investing - Help with Personal Investments
Topic: Evaluating a margin investment
Replies: 14
Views: 938

Re: Evaluating a margin investment

Chuck wrote:You can use the XIRR spreadsheet function. Give it a series of cash flows, and it will plop out a rate of return. That's about as easy as anything to evaluate an investment, after the fact.

Thank you.
by macandal
Tue Apr 04, 2017 2:37 pm
Forum: Investing - Help with Personal Investments
Topic: Evaluating a margin investment
Replies: 14
Views: 938

Re: Evaluating a margin investment

Well honestly if this is after the fact you should be able to calculate your return pretty easily. I'm fairly confused. I was expecting a question like. Should I add X shares of company Y to my portfolio on margin, and a description of the rest of your holdings so we could evaluate the leverage rat...
by macandal
Tue Apr 04, 2017 2:18 pm
Forum: Investing - Help with Personal Investments
Topic: Evaluating a margin investment
Replies: 14
Views: 938

Re: Evaluating a margin investment

Snowjob wrote:... There are a million variables, if you could be about 50x more specific we could comment rationally.

What would you need to know? I'm not looking to discuss my investment in public, I just want to have a tool to see how well/bad I did.

Thank you.
by macandal
Mon Apr 03, 2017 11:22 am
Forum: Investing - Help with Personal Investments
Topic: Evaluating a margin investment
Replies: 14
Views: 938

Evaluating a margin investment

Does anyone know how to evaluate a margin investment? I would appreciate any help in this. Thank you.
by macandal
Thu May 19, 2016 11:19 am
Forum: Investing - Theory, News & General
Topic: My Personal Index - Now a Standalone Application
Replies: 184
Views: 70202

Re: My Personal Index - Now a Standalone Application

Well, since mattman22 no longer appears to be active, I guess I could post my questions here. I joined the forums at Bogleheads.org because I was looking for a way to track the stock purchases I’ve made for the past 16+ years. I have close to 17 years of investing data that I was looking to put into...
by macandal
Mon Apr 11, 2016 11:53 am
Forum: Investing - Theory, News & General
Topic: My Personal Index - Now a Standalone Application
Replies: 184
Views: 70202

Re: My Personal Index - Now a Standalone Application

Is this still being maintained? I have been looking for something like this but I have some questions. Mattman22, its creator, appears to have disappeared. I hope someone took over what he started.
by macandal
Mon Apr 11, 2016 11:48 am
Forum: Investing - Help with Personal Investments
Topic: How to track my portfolio performance
Replies: 7
Views: 1411

Re: How to track my portfolio performance

No one? No one has used it? I guess Mattman22 has disappeared. He appears to have left these forums. Too bad.
by macandal
Fri Apr 08, 2016 4:31 pm
Forum: Investing - Help with Personal Investments
Topic: How to track my portfolio performance
Replies: 7
Views: 1411

Re: How to track my portfolio performance

So, reading the wiki that was recommended above, I found My Personal Index . This is very close to what I'm looking for. I have not had time to test it yet, but it appears to be it. Has anyone tried it? Is it still being updated? I don't know if its creator, Mattman22, is still active on this site, ...
by macandal
Wed Apr 06, 2016 12:05 pm
Forum: Investing - Help with Personal Investments
Topic: LIFO, FIFO, HIFO, low cost, hand picked... WHAT???
Replies: 5
Views: 434

LIFO, FIFO, HIFO, low cost, hand picked... WHAT???

I have a Sharebuilder account and they give me the following options to choose to close out lots of shares. They are: ⋅ LIFO ⋅ FIFO ⋅ HIFO ⋅ Low cost: which they define as "The lots with the lowest adjusted cost basis will be closed out first, which maxim...
by macandal
Wed Apr 06, 2016 11:58 am
Forum: Investing - Help with Personal Investments
Topic: How to track my portfolio performance
Replies: 7
Views: 1411

Re: How to track my portfolio performance

Thanks all for your suggestions. Along the same lines, if I wanted to take the easy way out, isn't there a program out there one can buy to track one's investments? I don't know that the XIRR function in Excel is exactly what I'm looking for.

Thank you.
by macandal
Thu Mar 31, 2016 4:31 pm
Forum: Investing - Help with Personal Investments
Topic: How to track my portfolio performance
Replies: 7
Views: 1411

How to track my portfolio performance

Hello friends! Just joined, first post. I have been investing in stocks since 2000. I have all the data about my purchases, sales, etc since I started and I would like to use all this information to see how well/bad I'm doing with my stocks and also to take them all as a whole and compare it to, say...