Comments for Investment Moats https://investmentmoats.com Wealth Mentor for Financial Independence Tue, 02 Jun 2020 05:15:51 +0000 hourly 1 https://wordpress.org/?v=5.4.1 Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Mohit https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-267140 Tue, 02 Jun 2020 05:15:51 +0000 http://investmentmoats.com/?p=2117#comment-267140 Hi Kyith,
I have been using the portfolio tracker for the past few months and have found it to be extremely useful.
I was wondering if there is a way to use the data present in the spreadsheet to calculate the annual return of a portfolio to compare it to a benchmark like, say, the S&P 500?
With all the buy/selling, injection/withdrawing of funds, I can’t imagine there being an easy way to calculate on market close on Dec. 31, 2020, what was my yearly return was for the year 2020.
Is there a way to figure that out?
Thanks again for all your hard work!

]]>
Comment on Why I suggest people give Value Investing Summit a miss by melvin https://investmentmoats.com/stock-market-commentary/business/why-i-suggest-people-give-value-investing-summit-a-miss/#comment-267121 Mon, 01 Jun 2020 13:57:07 +0000 http://investmentmoats.com/stock-market-commentary/business/why-i-suggest-people-give-value-investing-summit-a-miss/#comment-267121 In reply to Kyith.

hi there. i suppose some people asked question about usage of vi app, or regarding investment topics, if they should or should not invest in some company. after much thoughts, i did not proceed for the √§dvance” course”.

]]>
Comment on Automatically get Yahoo Finance End of Day Stock Price in your Google Spreadsheet by Mr Llama https://investmentmoats.com/uncategorized/automatically-yahoo-finance-stock-price-google-spreadsheet/#comment-267116 Mon, 01 Jun 2020 07:33:16 +0000 http://investmentmoats.com/?p=9114#comment-267116 Great sharing!

]]>
Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Kyith https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-267113 Mon, 01 Jun 2020 03:40:29 +0000 http://investmentmoats.com/?p=2117#comment-267113 In reply to LWL.

Hi LWL, for the Singapore data, if you are using the getSGPrice function, you are pulling end of day SGX data file from my server. If you are not using that function, it will be pulling form Yahoo prices.

]]>
Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by LWL https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-267107 Mon, 01 Jun 2020 01:17:00 +0000 http://investmentmoats.com/?p=2117#comment-267107 In reply to Kyith.

Hi Kyith

Could you share more what you meant by “I think I forgot to update the prices yesterday”, as I thought the prices are pulled from Yahoo? btw I am also getting error msg similar to the above since late Apr 2020.

Otherwise, great resource, but would appreciate clarity on the above.

]]>
Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Kyith https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-267105 Mon, 01 Jun 2020 00:53:41 +0000 http://investmentmoats.com/?p=2117#comment-267105 In reply to Burt.

Hi Burt, sorry for the late reply. At this point, my spreadsheet do not work with any integration of existing data. Data sources would come in all sorts of format and I would need to build in a tool to do that. How are you importing in the data?

]]>
Comment on Which is My Best Option to Fund My Condo Purchase? by Kyith https://investmentmoats.com/money/best-option-fund-condo-purchase/#comment-267104 Mon, 01 Jun 2020 00:50:40 +0000 http://investmentmoats.com/?p=12030#comment-267104 In reply to Meileng Tong.

HI Meileng, thanks for sharing. I think you have given some scenarios to pivot to, just as I have. However, in terms of financial numbers what would you do given his situation?

]]>
Comment on Why I suggest people give Value Investing Summit a miss by Kyith https://investmentmoats.com/stock-market-commentary/business/why-i-suggest-people-give-value-investing-summit-a-miss/#comment-267103 Mon, 01 Jun 2020 00:45:00 +0000 http://investmentmoats.com/stock-market-commentary/business/why-i-suggest-people-give-value-investing-summit-a-miss/#comment-267103 In reply to Melvin.

Hi Melvin,

Thanks for sharing. What would be some of the questions regarding investment posted in his profile?

]]>
Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Kyith https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-267102 Mon, 01 Jun 2020 00:43:09 +0000 http://investmentmoats.com/?p=2117#comment-267102 In reply to CT.

Hi CT, I invest in Singapore, HK and a little in United States. We can find the official corporate actions on SGX’s corporate actions, AAstocks provides dividend history for HK storkcs, Nasdaq provides dividend history as well.

In terms of workflow, I will usually spend 30th of the month to look through all the bank accounts where dividends are received. Once I see them, i will look up when the dividend goes ex-dividend, and will record the amount and the date as the ex-date.

So my 30th will be like my money day.

]]>
Comment on A Wedding Photographer Pursues Financial Independence – The 10 Lessons I Learn by Kyith https://investmentmoats.com/financial-independence/a-wedding-photographer-pursues-financial-independence-the-10-lessons-i-learn/#comment-267101 Mon, 01 Jun 2020 00:40:07 +0000 http://investmentmoats.com/?p=12074#comment-267101 In reply to owlcents.

Hey Mao Tou Ying, thanks! I try my best to do what I can.

]]>