Please copy the template and adapt as you like for your own portfolio tracking needs.
I’ve finally cleaned it up so it’s fit for human consumption. Slow & Steady portfolio tracker download – We’ve had a fair few requests over the years to make the Slow & Steady portfolio tracker spreadsheet publicly available. Tracking your money-weighted return is a commonly accepted method of measuring your investment performance, if you’re an everyday kind of investor.įor that reason, I use money-weighted returns to track the Slow & Steady passive portfolio. What now? Money-weighted? Is this some new humblebrag? Where you make out you’ve got so much money that you have to weigh it rather than count it?
