Portfolio Tracking

Worksheet for Principle #10 – Keep Score and Be Patient

The discipline of tracking the financial progress of each of your companies instead of just monitoring how the stock is doing on the stock exchange forces you to think like a business owner. It alerts you to changes in how your companies are performing and helps you spot trends.

Portfolio Tracking

This worksheet can be used to track the financial performance of your portfolio of companies. Amounts entered should agree with amounts endered on your Individual Company Tracking worksheet.

  Download Tracking Your Performance – Portfolio Tracking worksheet