Investment report cards, Walking, Damodaran's free courses, Iger's reluctant retirement, National Indemnity's unique history, Michael Mauboussin, Jeff Bezos, Isadore Sharp, Winter scenes, and more ...
Hi, Rational. Thanks for this report card. I did do it as you suggested, in Excel, though I didn't know how to use the formula you suggested. I esp. liked tracking what it would have been had I done nothing. Doing nothing, I would have lost 3.2% (-3.2%). Fiddling, I lost (-5.48%). That's better than the S&P, but not the direction I want to continue in.
I'm looking forward to do this going back to 2020, which is when I started making changes to an inherited portfolio.
I'm keeping in mind that this is learning process. And I'm doing a postmortem to learn by.
Hi, Rational. Thanks for this report card. I did do it as you suggested, in Excel, though I didn't know how to use the formula you suggested. I esp. liked tracking what it would have been had I done nothing. Doing nothing, I would have lost 3.2% (-3.2%). Fiddling, I lost (-5.48%). That's better than the S&P, but not the direction I want to continue in.
I'm looking forward to do this going back to 2020, which is when I started making changes to an inherited portfolio.
I'm keeping in mind that this is learning process. And I'm doing a postmortem to learn by.
Thank you for all your sage wisdom,
Happy Holidays. :)
Thanks for the shout out Rational Walk!