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1.9 – How to Track Dividends in Excel Without Misreading Total Return
Many investors track dividend income but mistakenly treat it as investment performance. Learn how to build an Excel dividend tracker that separates dividends, capital gains and contributions so you can measure total return accurately and make better long-term investment decisions.
Compounding Investor
Aug 614 min read


1.5 - Portfolio Performance Spreadsheet: Track Returns, Dividends, Contributions and CAGR in Excel
A growing portfolio doesn’t always mean successful investing. Learn how to build an Excel portfolio performance spreadsheet that separates investment returns, dividends and contributions, measures CAGR correctly and closes the Portfolio Performance Gap to support better long-term investment decisions.
Compounding Investor
Jul 3016 min read


11.5 — The Investor Behaviour Audit
Could your own behaviour be limiting your investment returns? Discover how overconfidence, confirmation bias, recency bias and inconsistent decision-making quietly reduce long-term compounding—and learn how a simple Investor Behaviour Audit can help you build a more disciplined, repeatable investment system.
Compounding Investor
Jul 89 min read
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