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Updated about 4 years ago,

User Stats

84
Posts
8
Votes
Sam Dal
  • New York, NY
8
Votes |
84
Posts

Passive investments tracking

Sam Dal
  • New York, NY
Posted

Folks

How do most of you track your passive RE investments and keep a tab if the investments are tracking to their expected distributions? Is it excel and would you be comfortable taking out the specifics but keeping the formulas for me to rinse & repeat? Ideally I would like something where you can list out the expected monthly or quarterly distribution and then every time an ETF comes through, I go enter the cell next to month/quarter and then it'll automatically add up everything to show how I'm performing on an annual basis. I can create this myself but figured somebody already has done a good job with it for tracking multiple and a growing portfolio of passive RE investments

Thanks

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