How do you track your stocks and shares?

Mainly that’s because of the cost for the historical data.
But if you have less than 15 stocks (incl sold) it will be free.

Also you can still try for free whole functionality for 2 weeks :wink:

Tradingview app, barcharts.com, might try google sheets

This topic has been really helpful. One thing that frustrates me quite a lot is the price formats that come across from the Google Finance function as well as across many other sites…I’m assuming it is a standard way for expressing the share value (maybe!)…For example. I have a share with a value of £23.79 yet when I’m pulling this in to a sheet it shows it as £2,379 (pence) which screws up any analysis I’m trying to do! Granted, it makes me look like I’m ‘up’ massively!! :slight_smile: If anyone has any idea, I would be grateful - I can’t seem to crack it at all!

If you have a column dedicated to the ticker like so:
LON:THG

then you could try something like the below.

=if(left(E20,3)=“LON”, GOOGLEFINANCE(E20, “price”)/100, DOLLAR(GOOGLEFINANCE(E20, “price”),2))

Note that if you aren’t bothered about the currency displaying, then you can omit the DOLLAR parenthensis), otherwise, you would need to ensure that th that the column (or row) would need to be formatted in UK sterling for this to work.

There might be a more elegant solution thoughl.

1 Like

Use jimmy’s solution or just take your current ticker formula and wrap it into brackets and divide by 100 for all gbx tickers.

E.g. CELL=(your_current_ticker_formula)/100

2 Likes

@JimmyJ @Da_MoLe - Thanks so much for your feedback…Reading between the lines, I was able to /100 within the existing query! Nailed it, now everything is red as it unfortunately should be! :rofl:

1 Like

Ahha! All red means you must have nailed it! Welcome to the allreds… this isnwhy it makes even more sense to me to buy dividend shares! At least i dont feel so bad seeing everything in red.

1 Like

:slight_smile:

I’m actually just on the search for a ‘cheap’ / good value World ETF for just that dividend boost if you know of any! SUWG for instance!

I dont know anything about etf’s im afraid. Seems to be low risk low reward solution for those looking long term invest and forget for 20-30 years. Unfortunately for me, im very late to the game and dont really think i can look that far ahead for age and health reasons… but certainly something id lookinto and maybe advise my young children to do for thier future.

1 Like

Relpying to a previous post, i think stock event free version doesnt show overall portfolio yield and only lets you add max 15 tickers… but otherwise it seems to give you most of the features the paid version does. I use the free one for dividend tracking and i only have 5 tickers paying dividends anyway.

Since you ask, and since you posted a helpful reply to my other question, I’ll make an attempt to answer this. I’ve not got any particular recommend for “world” ETFs as I didn’t like either the product or the low dividend yield so what I’ve done in my portfolio is mix and match some ETFs to broadly cover the world. Here are some I really like but some are riskier than others. All of them are iShares, as usual do your own research:

  1. FTSE 100, FTSE 250 & S&P 500 - covers UK and USA. Lower yields but balancing risk elsewhere in my portfolio.
  2. UK Dividend and US High-Yield Corporate Bond - same geographic spread as 1 but lower number of holdings and much higher dividend yield.
  3. Europe ex-UK, MSCI Europe and Euro Stoxx Div - covers European countries outside of UK, yields vary.
  4. MSCI Japan, MSCI Korea, MSCI Taiwan - yields vary but covers what I see as the more reliable countries in South Asia (I don’t trust Chinese investments personally and I’m not too convinced by India at the moment either).
  5. APAC (Asia Pacific) dividend - some overlap with 4 but also includes Australia. Probably higher risk.
  6. MSCI Emerging LatAm - covers South America, good yield but pretty volatile. I’ve actually been able to sell part of my holding at £14.35 at the beginning of November and re-buy for £11.30 just over a month later! I’ve also bought limited holdings in MSCI Brazil which currently has a 17% yield but I stress that I view this as extremely high risk and am only buying in very limited quantities. Be very suspicious of any company or product that promises more than a 9% yield would be my advice.
  7. Global Timber & Forrestry - I like this one because although it’s a large part USA, it also includes Canada, Finland, Sweden, Brazil and other places not represented much elsewhere in my portfolio.

As you can see, there is a lack of African, Middle Eastern or Chinese/Indian presence here, but the geographic spread is one I’m happy with.

Another of my strategies is trying to sell and re-buy intelligently. For ETFs with a low dividend yield, I will often sell part of the holding if there’s an excellent profit to be made, much as I described under point 6. I do not pretend to know what I’m doing with this strategy though and am only doing it in a very limited manner while I’m still learning. So not recommending this, just telling you what I do.

Good luck and hope you enjoy playing around with your portfolio as I have since I started.

EDIT - removal of rogue carriage return.

5 Likes

Super appreciative of this reply, @1anrs - It is really helpful to get an insight to how others go about their business. I’ll definitely take a closer look over the coming months out how I move forward.

As you’ve been transparent, I will also be…without this being an autobiography, and detracting too much from the topic of the thread!

I’m 41 now, and have neglected my money for years! In October I thought I would take ownership on my finances, grabbed Andrew Craig’s 2nd audiobook (Live on Less Invest the Rest) and listened whilst on an work trip - the rest as they say is history!

I’ve since reviewed 3 work pensions that I have accrued over the years (1x£6k 1x80k 1x40k [ongoing])…I’ve played around with the 6k one in order to try and be a tad more aggressive with it - It had been underperforming for years pre covid…So I would like to think they are in a good place now, or at least I’m able to review and track with a tiny bit of knowledge!

I’m giving myself currently £300pm to invest, will look to get to £500 by the end of 2023. £100pm I have been purchasing Bullion, and the other £200pm spread over 4 ETFs - 3 are Acc and 1 Dist - As mentioned on a previous thread, I haven’t initially been too bothered about taking dividends as they are mainly for long term investing, however :slight_smile: … 3 of the ETF’s are theme based as I do think healthcare and clean energy have some future!:

iShares Global Clean Energy UCITS ETF USD (Dist)
iShares Nasdaq US Biotechnology ETF USD Acc
iShares S&P 500 Health Care Sctr UCITS ETF USD Acc

With the 4th below being for some exposure in the developing world…

iShares Core MSCI EM IMI UCITS ETF USD Acc

I’ve been very back and forth over ‘World’ ETF’s to compliment the above EM fund simply because that when reviewing my pension, I did notice that there was quite a bit of world stock exposure, so wanted balance - I’ll be honest, I’m not sure if that trade of works or not!

Think I would need a bit more £ to expand my ETF’s over 5! Easier picking a winner in the Grand National!

Thanks again!

2 Likes

It’s funny that you mention this one because I have it too but I didn’t talk about it above. I’m not so keen on it as it has a large China holding but I can’t deny it performs well. It’s another example of one where I sold some of the shares for almost 25% profit in August when the price reached £11.21. I have an average of about £8.50 although it currently hovers within the £9 range.

I’m not much older than you actually and I also neglected my savings for many years although luckily I had put a good sum into a stocks and shares ISA more than 10 years ago. This is why I have pretty good dividends now although sadly I don’t have much money to contribute monthly at the moment. I watched one video where they say that 42 is the average age when people start investing so you are at least ahead of the curve. Although we all wish we’d started earlier, it’s a bit like planting a tree. The best time to have done it would have been 20 years ago but the second best time is now!

5 Likes

Could’a Should’a Would’a! I keep telling myself this! I think if I keep looking back I will forget to look forward…Deep!

Re: Clean Energy for me, similar to health and bio ETF’s I hold, I just think it is something that is inevitable long term - I may be wrong!! With healthcare and bio, I feel it has the right balance in terms of holdings with only really AZ crossing over.

I’ve been taking stock this afternoon, no pun intended! I really want to get better coverage so will be adding the following 3 to my portfolio: ISF, EEWG, EUXS…This should given me more across UK, EUR and Global (inc Aus)…The only concern I had was spreading my monthly too thin across more ETF’s, but I guess an investment is an investment after all, and I will just buy what is right at the end of the month!

I was having a play around with my spreadsheet to see what the coverage change would be, now granted there will be some holding overlap, but the spread seems a bit better - My EM ETF weighting heavy on the spread!!:

(left existing / right proposed:

All ‘to-be’ ETF’s Distributors as well! Who’d have thought.

1 Like

In the short term perhaps, but INRG has a relatively woeful long-term track record. The following chart from Google Finance hardly inspires confidence:

1 Like

Interesting post. And I’ve been “taking stock” during this holiday season as well.

I wouldn’t worry too much about that. If you are contributing every month, which I think I remember you saying is the plan, then it won’t be many months before these holdings add up. Furthermore, remember that as you gradually increase your holdings, the dividends will add up which will mean more money to re-invest (compounding, which I would highly recommend above withdrawal).

I don’t know what the red and the green symbolise in the maps, but they look interesting (green higher exposure and red lower?). I really should have a bit of a play around with my own portfolio and draw up a map of how my investments end up on a world map. I’m curious as to how Russia should feature given that they are sanctioned and that some of my holdings have literally gone up in smoke as a result? (e.g. Eastern European ETF that I mentioned before).

Indeed, I was probably thinking about the time since I had been investing. A very good reminder to me to be careful with my assumptions and to look futher back.

1 Like

I agree, regular investment will balance over time, so thanks for reaffirming!!

You’re also spot on around the reds and green…greens more holdings over red…I’m also glad you pointed out about Russia…I had taken the data from the ishares website, so I wonder if their raw data is not updated…will take another look at that tomorrow.

2 Likes

So I had a look…Below are referenced in 1 of my FTE’s: (EMIM) iShares Core MSCI EM IMI UCITS ETF USD Acc

The Equity weighting is showing as 0% so I don’t know if that means that they are referenced but have no equity in the ETF, or it is that small its a 0.00000x? If I filter on 0% weighting, I also get another bunch of countries, so not entirely sure.

1 Like

Thanks very much for the update, interesting. I remember from before iShares dissolved the Eastern Europe ETF that the equity was there but could be neither bought nor sold. I’m entirely speculating but it could mean that they either have the equity but have reduced it to zero in the stats since it can’t be traded or they were more astute than me and sold in a hurry just before it hit the fan. Either way, reassuring that they aren’t sanction-busting!

For tracking i still ise stock events. Its fairly basic but seems to do the job.

https://join.stockevents.app/SL31

I have also found out about a website called FINVIZ.

It is basically an excel sheet that has loads and loads of pre selection options. I am blown away by the depth that you drill down into the stocks.

I hope these help all you guys out.

Best of luck with your investment journies.