For many novices who participate in fund investment, novices pay special attention to the short-term return on investment and even make special records. This idea is very good, but it is not conducive to personal operation, and it is easy to cause a person to be anticlimactic in the investment process. Regarding the question you asked, I try to give a specific answer from the following angles.
First of all, you should make it clear that there is no need to make a detailed Excel form for the fund's fixed investment.
Some people may pay too much attention to the ritual of the fund's fixed investment, so they want to record their fixed investment amount with detailed Excel tables and calculate the detailed rate of return. But in fact, the fixed investment of the fund itself is a thing that will not cost a person too much energy, and it is a lazy investment method. If you spend a lot of energy in the process of fixed investment, you have actually lost the basic meaning of fixed investment.
You can try to record the specific amount of each fixed investment.
Let's take one's position as an example. If a person starts to invest in an empty position, you only need to record each position and count your own amount and position cost. In most cases, many people will choose to rent weekly fixed investment and monthly fixed investment. If a person's fixed investment time is about one year, the weekly fixed investment method can be adopted, and if a person's investment cycle is longer than 1~3 years, the monthly fixed investment method can be adopted. Generally speaking, there is no substantial difference between the two methods.
What you need most is not to record data, but to stick to it.
This sentence is a cliche, but it is difficult for most investors to do this. It is a very patient thing for the fund to make a fixed investment. It is recommended that you patiently adhere to the fixed investment in the process of investment, and you will definitely get a certain return in the long-term fixed investment process.