just a thought, as you manage your wife’s portfolio as well and in essence overall outcome depend on that part also, so it maybe a good idea if you maintain an overall total portfolio values from perspective of current allocation of each share as per total family portfolio…returns are the last part…they would come…allocation is something important to understand the overall opportunity & risk as well that we are into…you may ignore if it doesnt work for you but it will be an interesting exercise to know the overall picture from allocation perspective and not in parts!
btw, I remember you had asked me about my portfolio, I started a thread recently and my portfolio is in there after some learning related posts…would be good to know your thoughts as well…Cheers!