Post #1042 by unquarked on the Retirement Investing board

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FWIW, my 'goto' spreadsheet displaying changes in market value affords four glimpses of liquid holdings, expressed in dollars, percent and elapsed time:
- Since prior close.
- Since ownership high (accounts shown withdrawal-adjusted).
- Since lowest low post high (accounts shown withdrawal-adjusted).
- Since outset (since purchase date for individual equities).

This goes a long way toward alleviating anxiety by regarding whatever's happening now within a long-term perspective. It's always a relief to frame a near-term decline within a sizeable long-term positive CAGR. I imagine something along these lines is common practice among Shrewds.

Tom

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