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Cathie Wood ARK Portfolio Analysis 2025

A high-level look at Cathie Wood's ARK Invest portfolios, focusing on performance, holdings, and investing philosophy.

Warren Buffett Portfolio Analysis 2025

A deep dive into Warren Buffett's Berkshire Hathaway portfolio, uncovering his true performance vs. the S&P 500, top holdings, dividend strategy, and more.

When Growth Stocks Pay Dividends - A New Opportunity?

A Game-Changer for Your Portfolio? How to Navigate Big Tech's Dividend Revolution

Portfolio Performance Evaluation - Metrics to Use

Portfolio performance evaluation is the process to assess investment performance and decisions. It acts as a scoreboard to help investors improve strategy.

Portfolio Turnover - What is it? How to calculate?

Portfolio turnover is a metric to measure how frequently the investments within a portfolio are bought and sold over a specific period.

Nancy Pelosi Stock Portfolio Performance 2024

Not just a political powerhouse – Pelosi is also a stock market guru. Let's see how her portfolio stacks up against the market.

How to Calculate Portfolio Return?

Dive into your portfolio return. We break down what portfolio return is and how to calculate is yourself by using multiple methods through the formula & Excel.

Stock Investment Tracking using Google Sheets

The backbone of stock tracking in Google Sheets lies in the GOOGLEFINANCE function. This super useful function enables users to pull data not only on stock prices but also on various fundamental and metadata aspects.

Dividend Aristocrats - A Guide to Consistent Income

Dividend Aristocrats represent a unique set of companies that have demonstrated a long-term commitment to returning value to their shareholders by having a track record of raising dividends for at least 25 years.

Should you have multiple investment accounts?

Legally you can have as many investment accounts as you want. Having multiple accounts helps you organize and diversify your investments. On the other hand, having too many may lead to more troubles too.