*Investors Blog*

Hi All! I'm not sure if this should be a dedicated post, but I figured I would ask here. My mom died some years ago and since I have more free time now, I'm really trying to go through some of her investments to determine if I should hold or keep. I need a tool where I can easily see what the total returns have been over the last several years by putting in a symbol, purchase date, number of shares, and a selection of reinvest distributions or not. Some of these are mutual funds and though just looking at the NAV makes them look like poor performers, they have had sizeable distributions in the past (short and long term cap gains as well as dividends). I have looked at some (Sharesight is one), but they are very spotty with what they capture. I had to manually track down information from my institution's transaction history and manually populate what I could. I would think the date is available publicly and a tool would exist that can do this. Any help is much appreciated!
https://www.portfoliovisualizer.com/backtest-portfolio
 
Where do they come up with these numbers? A nothing burger 🍔

1000016671.webp
 
Thank you, Meta, let’s keep it going!
Should be a fun day tomorrow. So far it’s a long-term hold for me. Long-term in the sense I purchased a significant amount of it last summer in the upper 400, a hair under 500
Right before every earnings I wonder if I should sell and then it happens, up $60 a share aftermarket trading we’ll see if it holds.
Oops, make that up $80 a share aftermarket.
However, we never know what tomorrow will hold when the market actually opens!
IMG_4720.webp


Call me stupid but I’ve been saying this for a year. How could a technology company selling at 27 times earnings of which it sells advertising and has an audience of over 3 billion people as its base go wrong?
(don’t answer that)
 
I have about 2% of my investment portfolio (or 1% of my whole portfolio including real estate) that I speculate with. I really, really don't want to lose that 2% but if I did life would go on. I bought UNH three days ago. I'll hold it for a year plus probably, and give it some time.
Still holding?
 
Back
Top Bottom