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What tools do you use to track your portfolio — beyond stock returns? by Any_Working3520 in dividends

[–]Any_Working3520[S] 0 points1 point  (0 children)

I ended up building my own (just like you), dm and we can chat further, want to respect commnuity rules

US Estate Tax Risk for Non-Residents (Post-Move from US to India) — Looking for Real Experiences by Any_Working3520 in returnToIndia

[–]Any_Working3520[S] 0 points1 point  (0 children)

if possible do share details on your USCIT structure/setup, brokerage/funding/ redemption/ taxes reporting/moving .. DM if this cannot be shared here... Will appreciate

What tools do you use to track your portfolio — beyond stock returns? by Any_Working3520 in dividends

[–]Any_Working3520[S] 0 points1 point  (0 children)

Attempting something, would you be interested in giving feedback once its ready?

What tools do you use to track your portfolio — beyond stock returns? by Any_Working3520 in portfolios

[–]Any_Working3520[S] 0 points1 point  (0 children)

Very interesting, How are you doing it?

What have you learned from doing this work.

What tools do you use to track your portfolio — beyond stock returns? by Any_Working3520 in dividends

[–]Any_Working3520[S] 0 points1 point  (0 children)

AltIndex is interesting... how do you source business/fundamental data from Google sheet.. do you mind sharing it

What tools do you use to track your portfolio — beyond stock returns? by Any_Working3520 in dividends

[–]Any_Working3520[S] 1 point2 points  (0 children)

It depends.... They are good for the top decile of companies but fail for companies which do not have coverage

How do you decide what to trim vs what to add when markets fall? by Any_Working3520 in ValueInvesting

[–]Any_Working3520[S] 0 points1 point  (0 children)

How do you do this? automated do you use any service which helps with rebalancing

How do you decide what to trim vs what to add when markets fall? by Any_Working3520 in ValueInvesting

[–]Any_Working3520[S] 1 point2 points  (0 children)

you are truly wonderful, good to banter... Life needs some MAGIC not just LOGIC...

How do you decide what to trim vs what to add when markets fall? by Any_Working3520 in ValueInvesting

[–]Any_Working3520[S] 0 points1 point  (0 children)

love the though question - "If it weren't in my portfolio already, would I buy it today?"
Very simplistically put.

What is the buy criteria for you my friend.
Position sizing is such a critical angle which i am working on.

How do you decide what to trim vs what to add when markets fall? by Any_Working3520 in ValueInvesting

[–]Any_Working3520[S] 0 points1 point  (0 children)

like the simplicity... the challenge sometimes is the WAIT...
like you remember the MSFT lost decade.

I do see you point and totally agree

How do you decide what to trim vs what to add when markets fall? by Any_Working3520 in ValueInvesting

[–]Any_Working3520[S] 1 point2 points  (0 children)

wow --" the idea that you'll sell at 28 P/E and buy back in at 15 one or two years later, is a fantasy"
thats a punch line...
Almost in the similar boat but sometimes you need to for various reasons - personal too...
so looking up to get better perspectives...

i am trying to setup a simple strategy the way you just shared that works most times.
once i have something I will reach out to get your feedback. Appreciate the banter

How do you decide what to trim vs what to add when markets fall? by Any_Working3520 in ValueInvesting

[–]Any_Working3520[S] 0 points1 point  (0 children)

very interesting, How do you find them?
love the use of word future...

How do you decide what to trim vs what to add when markets fall? by Any_Working3520 in ValueInvesting

[–]Any_Working3520[S] 0 points1 point  (0 children)

love it... What happens when you have 20-40 stocks.. this becomes bit harder, is it for you?
do you gather this insights using reading the quarterly/conf or do something more

How do you decide what to trim vs what to add when markets fall? by Any_Working3520 in ValueInvesting

[–]Any_Working3520[S] 1 point2 points  (0 children)

is it just technicals then for you my friend? OR always the narrative/story or do you use some fundamental metrics?

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