I’ve been sharing my portfolio performance each month for over a year, and over the last couple of weeks as I’ve researched it I’ve realized that I’ve actually been doing it wrong this whole time. In this video we break down what the issue is with how I’m tracking, how I figured it out, and what I’m going to do about it going forward
00:00 The S&P 500 return is different than what I thought
04:51 My Rate of Return is also wrong
08:59 What can we do about this?
13:46 A detailed example of how it’s different
17:38 The plan going forward
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