Market Bytes

I’ve Been Tracking My Portfolio Performance Wrong


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I’ve been sharing my portfolio performance each month for over a year, and over the last couple of weeks as I’ve researched it I’ve realized that I’ve actually been doing it wrong this whole time. In this video we break down what the issue is with how I’m tracking, how I figured it out, and what I’m going to do about it going forward


00:00 The S&P 500 return is different than what I thought

04:51 My Rate of Return is also wrong

08:59 What can we do about this?

13:46 A detailed example of how it’s different

17:38 The plan going forward


✅ Pick stocks with confidence: https://buildinvestlive.com

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Market BytesBy Matt Derron

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