Video: Tracking performance, unitise your portfolio

In Learn Investing, Webinar by Web Admin

Tracking performance, unitise your portfolio

One of the most important parts of investing and trading is not just performance but tracking performance growth relative to your benchmark. In other words how do your returns stack up against the market overall because if you’re under performing you’re better off simple buying ETFs.

But how do you track performance? The simplest way is to unitise your portfolio and this video will take you through the steps of starting the process and then keeping it up to date giving you an accurate picture of how you’re doing.

Done using Excel, dividends cash deposit and withdraws are all taken into account and will be demonstrated in the video. You can download an example Excel spreadsheet here.

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