Google finance is an EXCELLENT tool to track your investments.
Today I will introduce something new to my follow-up – the monitoring and contribution of my financial assets.
Browsing the net and registering my assets in google finance I saw that it puts the price of the purchase of the stock or fii and compares the price with the yield of the day and the total yield, sums all the values and puts the variation in individual percentile and Of the portfolio as a whole, which is very cool.
With the recent high of bovespa, I have practically recovered my equity invested in the total amount (+ 100 thousand reais) and I am almost tied with what I deposited myself including the reinvestment of the dividends. Basically, the wallet looked like this:
As well as we can see what is behind in my portfolio is Tarpon, Being Educational, Eternit, and Grazziotin. Of these, I only have the courage to continue buying Ser and Graziotin. Eternit is quarantined and Tarpon will wait for the annual 2015 and or 2016.
The values of the last row are a dollar and that is how I will pay contributions, remember that in the future this portfolio will have assets abroad as well. I do not like it, I do not want to and I do not know how to mess with Excel and I hate those worksheets and I do not want to learn, investing has to be simple. This google finance was a hand on the wheel that I discovered, you can register your assets or mount a theoretical portfolio in it to see how things behave.
You do not have to buy the asset to register, see that I only put the things I have already bought but this table is much larger because it has the Fiís registered and also has the international assets that I bought.
So, thanks to this last rise of the bovespa + the fall of the dollar the portfolio took a considerable leap of almost 30% only in the last 30 days, the volatility is great! This I already mentioned in the previous post. Being Buy and Hold in Brazil is a real test of nerves.
In the US it’s simpler because you buy a 5 different ETFs or just 3 or 2 and your problem is solved, I’m reading a very good book about it and I put my wallet there, it only lacks the money to contribute and U $ 10, OOO to Open the account in Interactive Brokers.
I sent a message trying to open an account at Vanguard brokerage BUT THEY DO NOT OPEN ACCOUNT for Brazilians, I found it a pity because I really liked the Vanguard brokerage.
I greatly reduced my percentage in São Carlos because it is very indebted and I did not like the annual result, I increased CETIP, LEVE, and GRENDENE that will be my next purchases.
From the next post, I will comment on the annual results of the companies that I exist and say what my conduct towards them. The more time passes, the more my wallet pleases me and the more I feel comfortable, that’s a good thing.
And by the way:
The profitability of my portfolio in dollars from February 29 to March 12 was + 20.9% in relation to the SP500, which only increased + 3.9%. But this is no use, just to justify the increase in the value of my portfolio and that we have good companies in Brazil and good opportunities in bovespa SIM.
Well, that line down there “portfolio value” is U $ 173.989 and from that value today 12/03/2016 I will divide it by 100,000 and will give me the dimension value = U$ 1.73989.
So this is my referential that I will use from today and I will update every month. Recalling that the variation will be of new contributions + plus a variation of the portfolio + reinvestment of all proceeds.
I will not calculate in reais because it gives work and already has google finance calculating in dollars and it is for him that I want to be me from now on.
What is said on this blog are only comments from a stock market scholar, I do not make any buying and selling statements, nor do I provide any kind of financial service?
And tomorrow is everyone in the STREET to TAKE THE DAMNED PT OF THE POWER PT!
OUTSIDE DEMON DILMA, I WANT LULA IN THE CHAIN !!