Archive of monthly stock portfolio updates held by M. Pattabiraman
We are delighted to announce a new spreadsheet that can be used to evaluate the annualised return (XIRR) of individual stocks and that of a stock portfolio after properly taking into account corporate actions like dividends, stock splits, bonuses, buybacks and rights issues. We had recently published an example using this sheet: Stock XIRR Example:…
Continue reading →In this article, let us consider an example of calculating the annualized return from a stock investment after accounting for corporate actions like dividends and stock splits. We shall consider Colgate-Palmolive the oldest stock in my portfolio. The calculator used in this illustration can also handle bonuses, buybacks and rights issues. It was first released…
Continue reading →This is my monthly retirement stock portfolio update compared with an equivalent investment in a Nifty index fund. Before we begin, investors need to appreciate the context of these investments. I started direct equity investing only after achieving a comfortable level of financial independence and ensuring my son’s future portfolio is in a good place….
Continue reading →This is my monthly retirement stock portfolio update compared with an equivalent investment in a Nifty index fund. Before we begin, it is important for investors to appreciate the context of these investments. I started direct equity investing only after achieving a comfortable level of financial independence and ensuring my son’s future portfolio is in…
Continue reading →Over the last few months, I have posted monthly updates of my stock portfolio compared with an equivalent investment in a Nifty index fund. This is the March 2021 update. This is the archive of previous updates. Personal finance is primarily personal. So kindly do not ignore the following context in which I am managing…
Continue reading →This is the monthly update of my stock portfolio. Readers may recall a detailed analysis was published in Dec 2020: Stock portfolio analysis: total return 22.58% and in Jan 2021 it was first compared with the NIfty. An update is presented below. Important please do not ignore: The direct equity portfolio is only about 17%…
Continue reading →I compare the returns of my stock portfolio as on 8th Jan 2021 with that of the Nifty. The portfolio is relatively young, and therefore the returns numbers you see would mellow down with age. The critical point of this is exercise is to see how my version of lazy investing fares against the Nifty….
Continue reading →This is an analysis of my stocks portfolio which has so far fetched a total absolute return of 22.58% (including dividends). Before we begin, several caveats and considerations are necessary. (1) The stock portfolio is about 16.5% of my equity mutual fund retirement portfolio; (2) The portfolio is relatively young and both the absolute returns…
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