For our portfolios I created a summary view in Google Sheets that updates automatically. I also “save” performance every month or so (per above) so that you can see performance across time. Note that this performance also includes additional investments and withdrawals so it isn’t “apples to apples” but is still useful. Generally we’ve gone up a lot in total since May along with the total market, and been pretty steady for the last couple of months.
Since moving portfolios to Google Sheets, I also centrally review “all stocks” and update yield (which cannot be determined via a Google Finance formula) manually. At this time I also go through the stock news and review some of the stocks that may be performance outliers, as well as remove information on stocks that we no longer track (like TTM and SAVE).
Some of the stocks noted:
- Dow Dupont (DWDP) – the merger has been completed. The stock is likely to split into three separate companies. I think we will sell now and take our gains and review the companies later that spin out. This also saves us from having just a few fractional shares (Portfolio 3)
- Juniper (JNPR) – there were rumors of a buyout for this network equipment maker. This company is at risk of remaining independent due to the migration to the cloud. It went up with the speculation (and back down when it didn’t occur). Would like to get the sale premium or see it embedded in the stock price. The problem is that if the sale doesn’t happen, the price usually goes back down (Portfolio 5D)
- Siemens (SIEGY) – the European conglomerate has held up better than GE in the face of the power meltdown (companies are not buying turbines as often anymore they are moving to solar and wind). They are likely to spin off their health care business in Europe. May be a time to sell (Portfolios 3, 5D)