This one spreadsheet changed how I invest
If You Can’t Measure It, You Can’t Improve It. Excel Tool Inside.
Let me tell you something uncomfortable: most investors live in delusion, think they’re doing well, few actually know. And Fewer still track it.
“The market is not your friend. It’s your mirror”, Anonymous, but probably a compounder.
They buy a stock, it goes up, and they feel smart. It drops, and they blame the Fed, or China, or “the macro”. No spreadsheet. No benchmarking. No hard truth. Just vibes.
But investing, if done right, is the most brutally honest profession in the world. It doesn’t care about your story, your IQ, your Twitter threads, or your decade-old Buffett quote. It only cares about compounding capital, and how you’ve done it relative to what you could’ve done passively.
That’s why measuring your performance matters. That’s why benchmarking against the S&P 500 isn’t optional. And that’s why we built a tool to help you do just that. Because in this game, you’re either getting better, or you’re getting left behind.
Why This Matters (Way More Than You Think)
Recently, I received feedback from a few members mentioning that the Excel tracker had been difficult to locate once initially shared. That was a clear signal: we needed a better system to organize and highlight the practical tools we provide, not just investment theses.
That’s why we’ve now added a dedicated “Tools” section to the channel. This will serve as a centralized place for templates, frameworks, and special situation strategies, designed to give you both the knowledge and the structure to improve your odds in the battle.
It’s how serious investors:
✅ Build clarity.
✅ Sharpen decision-making.
✅ Stress-test assumptions.
✅ Identify weaknesses and make a plan.
✅ And most importantly, improve and compound more effectively.
A +20% year may feel strong, until you realize the index returned +30%. That’s not outperformance, that’s hidden underperformance with extra effort.
Because here’s the truth:
Even the best investment ideas mean little without a disciplined system to track performance, learn from mistakes, and refine over time.
”You can’t improve what you don’t measure”. Swiss Portfolio and many others.
Consistently tracking your portfolio’s performance, not just in absolute terms, but relative to a benchmark, isn’t about ego. It’s about accountability, discipline, and ultimately, becoming a better investor.
I’ve personally been tracking my investments and financial progress since 2020. During that time, I’ve:
2.85x my “conservative” private portfolio, which I consider to have an extremely low risk of capital loss.
3x my salary by moving to Switzerland.
Launched a company and created multiple revenue streams.
And now, I’ve applied that same rigor, structure, and experience to openly share insights through the Swiss Portfolio, which is currently outperforming the S&P500 by more than 6x, returning a beautiful 65% YoY.
None of that happened by chance. Without clearly tracking where I was, where I stood, and where I wanted to go, none of it would have been possible. And if, by some rare stroke of 100x luck, it had happened without a solid plan or tracking in place, I doubt the outcome would’ve been as well understood, repeatable, or nearly as satisfying.
Because the truth is:
“Performance without process is just luck. And luck rarely scales”. Swiss Portfolio.
What Are Others Doing?
Let’s take a step back and ask the question few investors ask seriously enough:
Where do I stand?
To make that question meaningful, you need context, and benchmarks.
Let’s start with an example, Terry Smith, often called the “English Warren Buffett”. Also known for:
“Buy good companies, don’t overpay, and do nothing”.
It sounds great. But this very serious and respectable British man doesn’t benchmark against the S&P 500.
Fundsmith benchmarks against the MSCI World Index, or more conveniently, the IA Global (GBP). Excuse me? I don’t even know what that is. Why not the S&P500? Simple: because the S&P would’ve crushed him over the past 5 years (97% vs 33%). And that’s with all the tools, scale, and analyst firepower at his disposal.
Then you’ve got friendly guys like Turtle Creek, the quiet assassins from Canada. No CNBC appearances, no flashy slogans. Just performance. Their long-term track record? A staggering +20% CAGR, but over 20+ years. See how Terry is struggling this year at -1.9%, now try to perform +20% 20 years ;)
Is not the purpose of this write-up to get into how polished the marketing is behind their brand, but even if you assume their chart is only 50% accurate, the image speaks for itself:
🟢 $1 invested in Turtle Creek in 2000 would now be worth $92.46.
⚫ The same dollar in “the market” (S&P/TSX MidCap) is at $6.92.
It’s the kind of outperformance that almost looks fake, until you realize it came from concentration, conviction, and deep analysis, not by chasing hype.
So again… Where do you stand?
And more importantly: do you know, or are you just assuming?
Our Numbers vs S&P500 (For Full Transparency)
At Swiss Portfolio, we’ve tracked our numbers against the index since inception. And it’s not just about showcasing gains, it’s about staying accountable, staying humble, and now, sharing monthly allocation updates and position changes, so readers can follow how our positioning evolves in real time.
Over the past 12 months, our portfolio has returned 65%, more than 6x the S&P 500, and we publish it from our IBKR broker account, with full transparency. In a world where most of finance hides behind vague claims, we do things Swiss-transparently.
That’s not by chance. It’s the result of deep research, disciplined capital allocation, and a focus on durable, capital-light compounders, with strong management, sector tailwinds, and attractive valuations, often well before they’re widely recognized.
By becoming a member you’ll gain full access to:
✅ Full access to Swiss Portfolio positions + monthly allocation updates.
✅ At least 1 high-conviction deep dive every month.
✅ Downloadable financial models to follow and stress-test each thesis.
✅ Live idea tracking once they spike, plus an S&P tracking template.
✅ Exclusive Swiss-based insights on investing, residence, and tax optimization.
🧠 The $39.99 subscription pays for itself a few times over, sometimes in just one deep dive. This isn’t about hype. It’s about transparency, consistency, and long-term compounding.
If you share our philosophy of identifying scalable compounders in high-quality jurisdictions backed by durable megatrends, we strongly encourage you to explore how past ideas have performed (current date 24.7 before market open) :👇
HIMS +124% since deep dive (13.1)
IESC +40% since deep dive (9.2)
PSIX +194% since deep dive (5.3)
SPGI +8% since deep dive (14.3)
DUOL -10% since deep dive (1.5)
WST +8% since deep dive (22.5)
SGX: BBW +0% since deep dive (9.6)
📈Your Turn: Track. Compare. Improve.
To help you measure your own edge, we’ve put together a free Excel template for our members, fully editable, clean, and built to:
Compare your portfolio vs. the S&P 500 weekly.
Account for deposits & withdrawals.
Auto-calculate gains.
Visualize performance.
Stay consistent.
🚀 Coming soon on the Substack:
👉 In upcoming posts, We’ll cover:
More strategies to track your finances and build a clear 5-year financial plan.
A full deep dive on an under-the-radar company benefiting from the AI megatrend (free).
How to optimize taxes when investing from Switzerland, a huge advantage vs US & EU (free).
Continued deep dives on asymmetric opportunities we’re tracking, including my recents Azeus deep dive, Tetragon deep dive (free).
The “move to Switzerland” playbook for investors and entrepreneurs (paid).
The Swiss Portfolio allocation strategy, which has returned 50%+ in a year and 30%+ CAGR over the past 5 years (paid).
📥 Download it here:
But before :)
If you’ve made it this far, you deserve what comes next
Because that means you're not just another trend-chasing sheep, you’re an informed investor who values real insight. And this kind of knowledge? It's rarely accessible, and almost never cheap.
In fact, we’ve paid thousands in the past for so-called “education”, “MBA’s”, Engineering degrees, etc. that danced around the point and left more questions than answers.
That’s not what we do here.
We go straight to the signal, no fluff, just actionable information. The kind that, with one or two good trades, can easily cover a year’s worth of training costs.
We won’t charge what others do for this kind of information. But we are placing it behind a modest paywall, not to hide it, but to reward commitment and earn your support. Because we believe this level of differentiated insight is worth far times more than the price of admission.
🧠 This isn’t lottery investing. It’s financial chess.
If you're ready to elevate your investing, strategically, smartly, and profitably, Join Swiss Portfolio below 👇
All formulas are unlocked. No tricks. No macros. Just you vs the market, as it should be. Enjoy tracking your edge.
S&P-500 Tracking Excel Template (127KB)
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