Hi Community,
I am maintaining a simple investment template since 12 years; I have attached it for you all.
I have also created legends which can help you further on the columns.
I would await your feedback and some love if you found it efficient and helpful - or may be good.
- This is the very basic template I am maintaining as I am of view point that investment [whatever the type] should be simple and it should earn for you.
- You can add more columns to this; eg. Column which gives you XIRR [Formula is there in Excel to calculate XIRR]
- Pitching your returns against Inflation is very very important, e. if Inflation is going at 6% and your portfolio is giving anything less than 6% than you are not earning anything [Crude way of saying you don’t know investment at all]
- As I said earlier, I keep my investments simple; so I calculate inflation as per Govt. referendum but you can make this more complex as per the commodities which relate to you eg. inflation of onion, tomato + inflation of sin products like tobacco & alcohol, cost of living, etc.
- I have one column “Portfolio %tage”, because I always make sure the share in my portfolio is atleast 8%+; so that I can get the efficient or optimum benefit of share’s valuation.
- Don’t make crowd as far as shares are concerned - generally, if you have 8-10 shares or on the max 15 then you have covered almost all the broader industries and leader shares.