Members Area Forums The Portfolio and Crypto Stocks Entry Prices & Dates Available?

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  • #3207
    VCP
    Participant

    Are the entry prices and dates for the portfolio positions available anywhere? Thx!

    #3268
    tccadmin
    Keymaster

    It’s difficult to do this in a way that’s meaningful across the membership base. We have our original recos when we entered the majority of the positions, and keep the entry date for when we first reco a position.

    However because of our three-tranche method and people coming in at different times, it’s hard to render a return on where we are as a portfolio (suffice it say, we’re down a lot unless you entered with your first tranche this past December).

    Look to the mid-month updates for some tables with the P&Ls from the entry dates.

    If you see the “Portfolio” pulldown, that’s where this is being built out here on the website. Was working with the data provider on some issues that were holding things up but those have been resolved.

    – mark

    #3445
    VCP
    Participant

    Thanks, Mark.

    #3784
    Kevin Rowan
    Participant

    Mark,
    What is the size of the total investment in the portfolio? Did you invest average portfolio value or use some other metric for position size?

    #3914
    Adam Nealis
    Participant

    HIVE, CBIT, WNDR are gone. But I see neither CLSK nor RIOT in the current portfolio.

    What am I doing wrong?

    You’re doing nothing wrong – we are.

    We haven’t updated this portfolio dashboard enough. We’ve been too accustomed to most people simply reading the PDFs and not logging in here as much.

    Now that there’s starting to get more traffic in here I’ll make it a point to stay on top of the portfolio dashboard.

    (We also need to add the crypto portfolio but I’m having a hard time finding a data feed for WordPress that covers everything in the portfolio)

    • This reply was modified 5 months, 4 weeks ago by tccadmin.
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