Friday 15 August 2014

Portfolio Update/Formatting changes

    So, since I made my post on Market Turmoil, my portfolio has recovered about 1%, or roughly $100 worth of its value which brings a small piece of mind to me. Although any new buys from my existing companies will be more expensive.

    My primary reason for this post however is to get your opinions on how you might prefer to see my portfolio on here. I've recently taken a look at GoogleDocs and their spreadsheets. The main attraction is that it will auto update the stock prices for me, saving time! (Will include how to in my next Excel Spreadsheet post)

    I am looking for any comments on which look better, preferred table and readability? Please comment below and let me know! I may also include some more info within the Google spreadsheet.


My Portfolio as of August 15, 2014  (GoogleDoc Spreadsheet)
 
TickerSharesCurrent PriceBook ValueMarket ValueYearly Dividends% P/LAdjusted % P/LPortfolio %
AQN89$8.52$615.29$758.28$34.0023.20%26.90%7%
BCE21$44.33$1,005.63$930.93$51.870.80%3.10%9%
BNS6$66.46$393.60$398.76$15.3610.40%13.30%4%
CLF11$16.77$213.82$184.47$7.38-0.40%1.10%2%
D.UN61$28.95$1,748.70$1,765.95$136.881.00%4.50%16%
NA6$48.84$267.00$293.04$11.529.80%12.90%3%
PPL23$33.81$959.80$777.63$40.0214.50%15.50%10%
PZA60$24.96$810.00$1,497.60$48.02-1.60%0.60%7%
RY7$73.34$511.35$513.38$19.889.30%10.30%5%
TD18$52.03$941.04$936.54$33.848.40%9.20%9%
VSN98$18.77$1,708.14$1,839.46$97.967.70%8.20%17%
ZDV26$18.69$476.26$485.94$19.342.00%3.00%4%












$9,650.63$10,381.98$516.07
7.58%

My Portfolio as of July 23, 2014.  (Microsoft Excel)

  

2 comments:

  1. They both look good to me but if you want another option you might want to check out the plugin Tablepress. It's a plugin that allows you to build tables and looks very clean to me. Here is my portfolio using Tablepress http://divhut.com/portfolio/

    ReplyDelete
  2. Thanks for the feedback and letting me know about Tablepress, I think iv seen a few people using it. Seems like its a good option for displaying larger portfolio and the like,

    ReplyDelete