Originally Posted by
mispoken
Trip7 I checked out sharesight, looks like a great tracker. I researched DWR vs what I use (IRR) and their methodology should work just fine. There will be a slight difference in performance readouts side IRR takes into account the TIMING of the cash inflows and outflows, but it should be minuscule.
I will start tracking my trades in June. For me, it will be my 401k and Roth contributions. I do not intend to use this sight to track my derivative trades (options, futures etc).
Best of luck, may we both be more wealthy at the end of this :-)
Sounds like a plan. I use Sharesight to track my non 401k Brokerage accounts that hold about 150k in usually 10-15 equities. Right now I'm heavily allocated to beaten down Biotech stocks with DFA approved drugs, beaten down Oil stocks with strong fundamentals, and Japanese Net Nets. Plus Azul in Brazil. This should be a fun exercise looking forward to future updates
Sent from my SM-N986U using Tapatalk