Portfolio Tracker

Introducting the Capital Efficient Portfolio Tracker

Nov 22, 2023 5 min read Portfolio Tracker Tools Videos Tutorials Capital Efficiency CEGB Leverage Portfolio Management

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!

Unveiling the RPC Simple Portfolio Tracker, version 1!

Oct 24, 2023 3 min read Portfolio Tracker Basics Portfolio Management Rebalancing Tools Tutorials Videos

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!