I made a spreadsheet to track the long-term performance of my portfolio. It tracks the performance by percentage gains and also how much an equivalent portfolio would have performed if it had invested only in S&P 500 or Russell 2000 indices by buying on the exact days as on which I transferred cash into my brokerage account.

The goal is too is see if I am beating the S&P500 in a time-weighted manner, otherwise I should be better of investing in ETFs.

Sankha Narayan Guria's avatar
Also open to hearing everyone's thoughts about my portfolio. I started investing in Jan 2020. :)
.Yegor's avatar
@ngsankha interesting… heavy banks and tech and particular reasons?
Sankha Narayan Guria's avatar
@from100kto1m Tech primarily because that is my area of expertise (I work in tech), so I understand the markets and businesses.

I am still invested in banks, to protect against possible rising rates. Banks are the benefited by rising rates while rest of the companies are usually negatively affected.
.Yegor's avatar
@ngsankha seems like maybe a good balance

If rates rise banks go up but tech goes down

If rates don’t go up tech goes up and banks don’t do much
Nathan Worden's avatar
Sankha! Would love to see you write more about Denison Mines Corp $DNN and Sprott Physical Uranium Trust 😃

I wrote a memo about the Uranium thesis here: https://share.commonstock.com/XZueqysqkkb

$DNN is one of the companies I initiated a starter position in, and would definitely follow along if you were following them closely as well.

Thanks for sharing your portfolio! @ngsankha
Sankha Narayan Guria's avatar
@nathanworden thanks for sharing your write-up about uranium. I will compile my notes and put up something soon!
Nathan Worden's avatar
@ngsankha looking forward to it!
.Yegor's avatar
Love it! What’s story with $DNN ? 🤔
Sankha Narayan Guria's avatar
$DNN is a Canadian uranium mining company. The uranium sector has been beaten down for more than a decade, so the prices were already depressed. I got into $DNN for their Wheeler river project which is producing Uranium at much higher purity than world average and the mineral is relatively close to the surface at this location, so relatively cheaper to mine. I am long term bullish on uranium for clean energy so initiated a small enough position (that I don't mind losing). That said, the recent run up in price has happened because Sprott Physical Uranium Trust has been buying all available uranium supply from the free market, causing the commodity's price to spike.
.Yegor's avatar
@ngsankha huh 🤔 definitely outside of my circle but interesting. Thank you :)

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