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Anonymous
-I DCA irregularly
-investments are made at different times
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I do very manually.
i record daily all the tickers closing price, if i had buy any share, sum up all the unrealise profit/loss everyday then plot the graph.
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dividend i also have a record but not ploted into the graph. Just 1 lump sum, see 1 year get how much $$$$.
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Then you can calculate the medium, total and standard deviation of your portfolio VS SPY. Then you can adjust your portfolio accordingly. If your portfolio standard deviation too big, mean too volatile then add in some sg stocks, if your portfolio gain too little relative to SPY then increase weightage to the US stocks.
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Can be computed using your costs and current prices plus dividends, interests, etc....
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Google sheets using google finance formulas and brokers apis.
One time pain but helps to track cross brokerages and FX.