5
Record-keeping for fun
What topics are covered in this chapter?
- Why keep records?
- Objections to this approach
- Software
- How about your portfolio?
- The verdict on Southern Utilities
The chapter title is provocative. Everyone knows that the downside of stock market excitement is the mounting pile of documents that needs filing, the arrival of the contract notes and keeping the dreaded tax records. Then, even the potentially interesting task of looking at performance often gets bogged down in cross-referencing data, checking dates and cost of acquisition, stock market levels, and trying to work out your compound annual return of Southern Utilities that you bought for 45.7p (after expenses) on 3 January and sold for 54.2p (after expenses) ...
Get The Financial Times Guide to Selecting Shares that Perform, 5th Edition now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
