Search found 3 matches

by yipyip
Thu Mar 08, 2018 1:36 pm
Forum: Investing - Help with Personal Investments
Topic: Tracking Portfolio
Replies: 3
Views: 502

Tracking Portfolio

I need a better way to track my portfolio. The excel sheet is just not cutting it any more. Looking for recommendations. In fact, I want to keep track of multiple portfolios. 20% of my investments are with an advisor. I am monitoring how they do compared to my own simple strategy. The advisor is cur...
by yipyip
Sun Apr 30, 2017 10:08 pm
Forum: Investing - Help with Personal Investments
Topic: Financial NonAdvice
Replies: 12
Views: 1836

Financial NonAdvice

I have been disappointed in the past with financial planners and wealth managers as I do not believe I have gotten my money's worth. Maybe, I chose bad ones or maybe I expected too much from them. I especially dislike the percentage fee based on 'assets under management' approach as I do not see why...