Auditing portfolio performance

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#12
@opmi Nah not really. I consider myself more of a serious hobbyist.

@TTTI Thank you for your reply. I found out that getting past statements to be pretty expensive; $20+ (brokerage) to $30+ (CDP) per month. But I decided to pay for it anyway. Should have kept them. Do you mind revealing the auditor you used?

@Bibi I don't view myself as a pro as well. An amateur, really. While I agree that market experience is important, there are many with decades of experiences who has gone nowhere. My dad being one of them, he just likes to punt on 'hot counters.' So I will say that market experience, where one is constantly learning and improving, is what makes the real difference.

@soros My shares were kept in CDP. I will also need to use CDP statements as well as some data like rights issue subscription, dividends, and buyouts are not included in the brokerage statements. With regards to portfolio gain, it isn't much to speak about, especially in VB. Don't make me ma lu can?  Big Grin
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Messages In This Thread
Auditing portfolio performance - by karlmarx - 02-05-2017, 10:39 PM
RE: Auditing portfolio performance - by opmi - 02-05-2017, 11:11 PM
RE: Auditing portfolio performance - by Bibi - 03-05-2017, 08:00 AM
RE: Auditing portfolio performance - by TTTI - 03-05-2017, 02:37 AM
RE: Auditing portfolio performance - by soros - 03-05-2017, 08:59 PM
RE: Auditing portfolio performance - by Bibi - 03-05-2017, 09:16 PM
RE: Auditing portfolio performance - by weijian - 03-05-2017, 09:42 PM
RE: Auditing portfolio performance - by Bibi - 03-05-2017, 09:47 PM
RE: Auditing portfolio performance - by weijian - 03-05-2017, 10:19 PM
RE: Auditing portfolio performance - by TTTI - 03-05-2017, 10:35 PM
RE: Auditing portfolio performance - by cif5000 - 03-05-2017, 10:04 PM
RE: Auditing portfolio performance - by karlmarx - 03-05-2017, 10:35 PM
RE: Auditing portfolio performance - by TTTI - 03-05-2017, 10:40 PM
RE: Auditing portfolio performance - by zz... - 03-05-2017, 11:10 PM
RE: Auditing portfolio performance - by TTTI - 06-05-2017, 03:34 PM
RE: Auditing portfolio performance - by karlmarx - 03-05-2017, 10:21 PM
RE: Auditing portfolio performance - by TTTI - 03-05-2017, 10:33 PM
RE: Auditing portfolio performance - by karlmarx - 04-05-2017, 07:36 PM
RE: Auditing portfolio performance - by TTTI - 04-05-2017, 08:37 PM
RE: Auditing portfolio performance - by karlmarx - 04-05-2017, 10:23 PM
RE: Auditing portfolio performance - by d.o.g. - 06-05-2017, 09:51 PM
RE: Auditing portfolio performance - by TTTI - 06-05-2017, 10:52 PM
RE: Auditing portfolio performance - by karlmarx - 06-05-2017, 11:04 PM
RE: Auditing portfolio performance - by weijian - 08-05-2017, 11:04 AM
RE: Auditing portfolio performance - by d.o.g. - 08-05-2017, 12:41 PM
RE: Auditing portfolio performance - by karlmarx - 06-05-2017, 11:05 PM
RE: Auditing portfolio performance - by karlmarx - 08-05-2017, 08:55 PM

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