Thanks again for your input. Part of the performance will be influenced by the buy/sell costs and the potential dividend. How do you suggest that I incorporate these? Or does that not make sense and overcomplicates the overview?If you measure the value of your entire portfolio you are automatically taking commissions and dividends into account. Commissions will be a reduction to the amount of cash you have from period to period, and so will be a net drag on your returns.A dividend payment just transfers value from equity to cash. A dividend isn't an addition to your assets like depositing new money is. Think of it in terms of a small business. If you owned a business that had $100,000 in assets and you paid yourself a $1,000 dividend, your net worth would not now be $101,000. It would still be $100,000, just now you have $99,000 in the business and $1,000 in your bank account. So that said, as long as you're tracking the entire portfolio (equities plus cash), you'll take the dividends into account. The stock price will drop when the stock goes ex-dividend, but your cash account balance will go up. Mike
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