Comments for Investment Moats https://investmentmoats.com Wealth Mentor for Financial Independence Fri, 25 Sep 2020 21:03:19 +0000 hourly 1 https://wordpress.org/?v=5.5.1 Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Chris https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-271914 Fri, 25 Sep 2020 21:03:19 +0000 http://investmentmoats.com/?p=2117#comment-271914 In reply to Francis.

Did you truly create your own copy? I never ran into an issue with locked or protected cells.

To your original question:
I created a new tab showing diversity. It’s pretty easy if you’re only holding stocks and a little bit more work if you’re invested in funds, since you have to break those down.
Can’t paste a screenshot here, but in short – I created columns for Symbols and the desired categories (as % from Morningstar or yahoo) then pull the total of the Summary sheet and more columns applying the percentages to the totals.
Hope this helps.

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Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Chris https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-271913 Fri, 25 Sep 2020 20:08:03 +0000 http://investmentmoats.com/?p=2117#comment-271913 Kyith…
Did someone just blatantly steal your sheet?
https://www.oldschoolvalue.com/investment-tools/stock-tracking-spreadsheet/

Maybe it’s you, but then I doubt you’re selling free available information like these guys do….

Always a fan of your work!

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Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Francis https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-271893 Fri, 25 Sep 2020 13:09:27 +0000 http://investmentmoats.com/?p=2117#comment-271893 In reply to Kyith.

Hi Kyith,

Thank you for your reply.

I am thinking to update the Category (Column A) of Stock Summary to show different sector. If I change Column A, how will it affect your template?

I am thinking to use a new colume like Column U but it’s locked. How can I make Column U show?

Can Pivot Table shows the result from three worksheets (Stock Summary, Stock Summary USD and Stock Summary HKD)? Any suggestion to achieve this?

Rgds,

Rgds,

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Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Francis https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-271892 Fri, 25 Sep 2020 13:04:14 +0000 http://investmentmoats.com/?p=2117#comment-271892 In reply to Francis.

Hi Kyith,
Vicom (V01.SI) is showing No Data. What can I do about it other than keep updating Manual price?
Rgds,

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Comment on Your Initial High Savings Rate May Not Let You Be Financially Independent On-Time Due to Lifestyle Creep by retirewithfi https://investmentmoats.com/financial-independence/initial-high-savings-rate-financial-independent-lifestyle-creep/#comment-271880 Fri, 25 Sep 2020 05:54:38 +0000 http://investmentmoats.com/?p=12629#comment-271880 Alternative view with the math proof. https://retireinprogress.com/lifestyle-inflation-and-early-retirement-nat-is-wrong/

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Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Francis https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-271871 Fri, 25 Sep 2020 01:31:33 +0000 http://investmentmoats.com/?p=2117#comment-271871 Hi Kyith,
I got the following email this morning.
Your script, YahooFinanceData, has recently failed to finish successfully. A summary of the failure(s) is shown below….
Is this normal?
Rgds,

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Comment on Does your Insurance Saving Plans (Endowment) give you 3 to 5% returns? by Kyith https://investmentmoats.com/budgeting/do-your-insurance-saving-plans-endowment-give-you-3-to-5-returns/#comment-271842 Thu, 24 Sep 2020 10:55:41 +0000 http://investmentmoats.com/?p=3274#comment-271842 In reply to Kelvin.

Hi Kelvin, from the information provided, it seems that the policy does not mature until a long time later. If you are considering which is a better policy to surrender, you have to ask for both policies what is the surrender value. This would show the progression of the surrender value. You should keep the one with the one with the higher revise surrender value and surrender the other. Note that I am not asking you to surrender but that if your decision is to choose between the two plans all else being equal.

There is a lot of financial planning that involves whether it is a good idea to transition to Signature income. If i remember that is a retirement endowment plan.

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Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Kyith https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-271841 Thu, 24 Sep 2020 10:50:12 +0000 http://investmentmoats.com/?p=2117#comment-271841 In reply to Francis.

Hi Francis, at the Stock Summary, you would need to tag each stock with a certain sector category such as REIT for example.

Then with this,maybe you can create different pivot tables to display the data that you wish to show.

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Comment on Does your Insurance Saving Plans (Endowment) give you 3 to 5% returns? by Kelvin https://investmentmoats.com/budgeting/do-your-insurance-saving-plans-endowment-give-you-3-to-5-returns/#comment-271838 Thu, 24 Sep 2020 09:06:42 +0000 http://investmentmoats.com/?p=3274#comment-271838 Hi Kyith,
I have 2 NTUC Living Policies

Policy 1: Started 1999 at age 12
Duration: 73 years
Coverage: $80,000
Premium: $1,238 annually
Cash Value:$39,391.53

Policy 2: Started 1996 at age 9
Duration: 76 years
Coverage: $75,000
Premium: $920.15 annually
Cash Value: $38,297.85

I’m intending to cash out 1 of the policies to purchase an annuity plan with Manulife (Signature Income)

Would you please be able to advise which of the 2 I should surrender?

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Comment on Free Online Investment Stock Portfolio Tracker Spreadsheet by Francis https://investmentmoats.com/stock-market-commentary/portfolio-management/introducing-our-free-stock-portfolio-tracker-spreadsheet/#comment-271797 Wed, 23 Sep 2020 12:43:24 +0000 http://investmentmoats.com/?p=2117#comment-271797 Hey Kyith,

Great Google Sheet you created! Keep up the good work!

I would like to track my holdings based on sectors e.g. Finance, Tech, Consumer, industrial, REITS etc,

I hope the sheet can show
– sector % base on the sector’s current over total e.g. 26% in REITS, 27% fin Finance, 45% in Tech etc
– holding % based on each holding in the same sector e.g. Apple 55%, Tencent 45%

How do you suggest I go about doing the above using your Sheet as a base? I have a diverse portfolfio and trying to maintain certain % in diff sector?

Rgds,

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