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Strategies & Market Trends : Value Investing
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To: - with a K who wrote (20548)2/4/2005 5:43:29 PM
From: Jurgis Bekepuris   of 78744
 
Stock tracking:

Unfortunately my system is not very efficient, but I don't see a good way to improve it. :(

I track my portfolio financials in Quicken together with other finances.

I have my brokerage data on the web, but don't use it much except to buy/sell. Interface is not that good for DD.

I use Yahoo portfolios to track all ideas with upper and lower limits for buy/sell. 150 stocks there, so it's clear I don't spend enough time to watch each of them unless something big happens and they drop to the buy point. Don't have time to update buy points often either, so may miss the opportunities there. Use Yahoo news, Quicken.com data and SEC filings for research.

I have a Buffettology spreadsheet for each one of these 150 stocks (and couple more) updated about couple times a year depending on the stock. That's what adjusts buy/sell points. I try to put short notes into these spreadsheets about my decisions to buy/sell, etc.

I don't track performance more often than once a year and only for IRA, since it's rather simple with only one deposit per year. Too tough to do accurately for open account with frequent cash inflows/outflows (I use my brokerage as checking/bill pay too). Quicken does not do it, don't kid yourself. If you have frequent cash inflows/outflows almost no software tracks performance correctly.

Jurgis
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