What annoys me is the way that FT presents information to me, or more accurately doesn’t. I am active in the markets, but even if I was a buy and hold investor I would have the same problem. If my portfolio went down by x%, how do I see which shares are contributing to my loss. I don’t want to go through 20+f shares and try to work out from a % movement on a little chart and then separately have to apply my investment amount. Are you kidding me?
Only a fool who wants to lose their money just buys, closes their eyes and hopes for the best. Every investor needs to manage their portfolio. Chop out the dead wood, recycle your capital, put it in the assets that are going to give you the best return.
How do I find this information on FT, as the default screens they give me are simply meh
I am no brain surgeon BUT I can almost guarantee that you guys will get your wish from Santa,but not this Christmas maybe next as the saying goes “Rome wasn’t built in a day”
You can set up your portfolio list in HL or Yahoo finance for example and then filter by daily/total loss gain; market cap etc etc. I find this very helpful.
I had this basic information on share dealing platforms 15 years ago. It’s not rocket science, but rather demonstrates that the system builders were techies without investing experience.
Knowing the £ contribution to gain or loss is paramount to investing and portfolio management. Having to do it externally and manually in 2020 is primitive
