Capital Efficient (CE) funds offer a whole new realm of possibilities for DIY investors, with a little catch: you have to account for the leverage intrinsic to them. How can we track them in a portfolio? A how-to, complete with spreadsheet and video explainer!
One of my main goals with my reboot of RPC last month was to provide more resources and more tips to help novice DIY investors up their skill level. Here, then, is a super easy-to-use Portfolio Tracker, complete with a narrated screencast showing you how it works and how you can personalize it!