Is there a way to track the daily and todate performance.
I'd like to compare them as to return,drawdown,etc.
Please excuse all the questions but I have searched and
this is just too cool.
Tracking performance of a basic 4x25% vs PRPFX
Moderator: Global Moderator
Re: Tracking performance of a basic 4x25% vs PRPFX
I think there are a lot of ways to do it.
The simple way that I've used is to create a portfolio in Google Finance consisting of GLD, SHY, TLT, and VTI. I made the total about $100k, and divided that among the four. That will track the returns of that portfolio; you can use the compare feature to graph PRPFX against it.
For my specific little portfolio, I started it on Feb 17. Since then, the PP has done -.73%, PRPFX is -2.12%. I have a spreadsheet in Google Docs that tracks my actual portfolio, and it is +0.58% since Feb 19 when I started moving into the PP.
I'm working on setting up my PP spreadsheet to make it user-friendly and hopefully be able to share it with others here on the board. I'll post it when I'm feeling that it's intuitive to use and manipulate.
The simple way that I've used is to create a portfolio in Google Finance consisting of GLD, SHY, TLT, and VTI. I made the total about $100k, and divided that among the four. That will track the returns of that portfolio; you can use the compare feature to graph PRPFX against it.
For my specific little portfolio, I started it on Feb 17. Since then, the PP has done -.73%, PRPFX is -2.12%. I have a spreadsheet in Google Docs that tracks my actual portfolio, and it is +0.58% since Feb 19 when I started moving into the PP.
I'm working on setting up my PP spreadsheet to make it user-friendly and hopefully be able to share it with others here on the board. I'll post it when I'm feeling that it's intuitive to use and manipulate.