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Robert GrahamRobert Graham
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Post count: 94

I’ve taken, as I’m sure a lot of folks have, and put our portfolio into an Excel workbook that helps me manage the entire investment with a quick glance. I know what % gain is being forecasted with not only each stock but the entire portfolio. And I have separate workbooks with the multiple tranches modeled so that I can look ahead to see how those investments may perform….It’s easy to do and helps me keep things in a “dashboard” type arrangement…I look for the weekly videos to then adjust any likely sell points for all the modeling I like to do…

Just a couple thoughts that help me keep things organized…