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Need help on the platform?

Browse this space to Ask and Discuss about the platform or just investing in general! The Pearler Exchange is a space where investors (you!) can share your questions, ideas and experiences. None of the information posted in Ask is financial advice, it is only for entertainment and educational purposes. As always, before making financial decisions, please seek professional advice

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Investment Returns

28 December 2022

How does everyone calculate their investment returns? I am keen to compare the different ETF’s in my portfolio. I want to include the impacts of dividends as well as capital growth. I also invest regularly so have different purchase unit prices. How often does everyone do this kind of review? Annually? I am hoping someone may have an excel template available. Thank you

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