This is a simple tool to keep track of your total returns on your investments. Anything more is just noise for the long term investor. I suggest you at maximum record the value of your portfolio once per month. This tool keeps your perspective in order with your long-term goals and its also good way to actually see for yourself that over longer periods of time there is usually a steady increase in the total value, even it sometimes don’t feel like it if we check our portfolio too often. We often can get too obsessed about each stocks returns in the portfolio, and trade too much because of this. It means that as long as the total portfolio value is increasing over time you are doing things right. There are benefits of doing this instead of focusing on individual stocks return. This spreadsheet lets you register your total portfolio value over time.
If you instead can get a return of 10% the amount increase to 106.719$ Annual compounding calculator Wonder how much 1.000$ invested with an annual return of 8% is 50 years in the future? The answer is 43.427$. The compounding annual growth calculator:Įinstein said: “Compound interest is the eight wonder of the world” This tool let you see the magic of compounding and how important it is to start to save and invest early and how small differences in annual returns can have a huge influence of the total amount of money after a long time period. Saves you a lot of time in your stock analysis. Most of the Excel valuation spreadsheets on this page is included in The Warren Buffett Spreadsheet which is an automatic spreadsheet that will give you the intrinsic value calculation in a few seconds for each stock instead of having to manually plug in alot of data into the spreadsheet. Do your own research and don’t rely solely on the intrinsic calcultors. Remember that the intrinsic value calculators are just an estimation of the value of the stock. These tools can help you get a more long-term perspective and become a more disciplined, rational and patient investor.
Here is a collection of free value investing Excel spreadsheets and checklists.