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Investment Returns
Investing strategy
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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THEA MCANDREW
Asked on 28 December 2022
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I use a combination of sharesight and the spreadsheet from here: https://cspersonalfinance.io/
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