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Track and manage your investments and watchlist in one convenient place. With our My Portfolio tool, you can easily monitor your businesses, track their financial performance, and make informed decisions, all in one powerful platform.
Below is the comprehensive dashboard I developed to monitor key metrics for my portfolio and watchlist stocks. The dashboard consists of multiple pages and you can navigate through them by clicking on the page numbers or arrows located at the bottom.
My portfolio and watchlist primarily consist of global quality businesses that exhibit high Return on Invested Capital (ROIC), moderate to high revenue growth, strong cash conversion, low payout ratios and low debt levels. I focus on businesses with a durable economic moat, founder or family leadership, and those operating within a monopoly or oligopoly. These characteristics often correlate with long-term market outperformance.
Since inception in June 2022, my portfolio has achieved an annualised return of 38.1% p.a. (as of November 2024). This significantly outperforms the MSCI All Country World Index, which returned 19.1% per annum over the same period. I have not sold any stocks since the inception of the portfolio and don’t intend to do so unless there is a very good reason.
If you believe this dashboard will be beneficial for managing your own portfolio and watchlist, please feel free to contact me. I have already added a user’s portfolio and watchlist which can be viewed using the pull down menu at the top right of the dashboard. While the portfolio and watchlist can be seen by users of this website, no personally identifiable information is shown.
Need a refresher on any of the financial metrics used in the dashboard? Our Stock Investing Glossary is just a click away, providing clear definitions and explanations to help you make informed investment decisions
Disclaimer: Stock Investor IQ is not an investment adviser, brokerage firm, or investment company. The information on this website is provided ‘as is’ and may not be accurate or up to date. You must perform your own due diligence before making any investment decisions. We are not liable for any losses or damages arising from the use of this information. See our Terms of Use for more details.
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