How can the IRR and Return and ROI be used in conjunction for analysis of portfolio performance over several years in the past (~10 years).
Now that I've gotten all of my data into Quicken, I'm creating an analysis to evaluate my past performance.
====***I am looking for other people's experiences in evaluating their own porfolio.***=== WHAT reports do you all generate? I'm making IRR, Return and ROI reports, benchmarking to indexes, and the industries my securities trade in... but what else should I be doing to evaluate my past decisions (and learn from them!)
How about someone posts their methods and strategies of analyzing a portfolio's performance.
What reports do you generate, what do you print out, share with others, how do you improve?
Enjoyably,
Jonathan