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Author: jackcrow Big gold star, 5000 posts Feste Award Nominee! Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 2534  
Subject: Re: Monitor Investment Performance Date: 1/15/2011 12:10 AM
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Tracking the value of the stock, the dividends and the trading costs are all legitimate inputs in tracking a stocks performance. Either you need to use a Quicken/MSMoney like object to track the entire portfolio or the same can be done in Excel/Calc but takes a little more work on our part, the upside is that we can do it our way.

So we have an initial cash flow input of -$X and - commission, which is then followed up by +dividends and tracking the cash out value of the stock held. Makes sense? We can track one stock per row in the spreadsheet and then, if we wish, sum all of them for total portfolio return. Simple XIRR formula can be used to discover the internal rate or return.

So
- $5000 (for stock purchased)
- $10 (commission)
+ 167 (dividend)
+ 167
+ 167
+ 167
+ 167
+ $8000 (market value of stock)
- 10 commission

Running those types of inputs through a IRR formula will track that stocks performance.

jack
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