Have a few questions: What is the source of 1-Jan data? Should you be using the close price on the 31-12-20? Should you consider adding dividend as a percentage of the stock price, how are the dividends accounted for? How would you show it separate to the share price performance? It looks like the holdings equal 105% of the portfolio, are the %’s rounded up?
Note, it is great to see someone else looking at the detail of the portfolio and providing an holistic picture of it. The effect of addressing the questions above will add to % increase from 16%. The dividends won’t be easy to add, you might need to add a column with total amount paid for the year.
finance.yahoo.com historical data section is a good source for data for closing prices and dividends paid through the year.
Best of Luck Lost
MFG Price at posting:
$35.17 Sentiment: None Disclosure: Not Held
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