Sunday, 21 April 2013

Portfolio Update

I'm on the train heading to Toronto for a couple weeks. My analysis of CAT was posted a few days ago; Deere will have to wait :(

I've been playing in Excel, trying to organize a view of my portfolio that will quickly summarize performance. You can have a look at my latest attempt under the Portfolio tab. A few tweaks and I should be done.

4 comments:

  1. ADY - thanks for the CAT analysis. Picked some up for my wife on Monday for just over $81.

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    1. Nice price. I was wondering if CAT was going to dip below its 52 low of $78.25. In the end, it held up well.

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  2. Nice portfolio page -- my Excel spreadsheet is set up in a very similar way (I have a few extra columns for various information), but I post a simplified version of it on my blog.

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    1. Thanks. It took me a while to select the information that was most important to me. In the end, I focused on capital gains and dividends in terms of yield and dollars. I'll check out your portfolio page before making the final tweaks. Thanks for stopping by.

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