A new feature has been added to the TLH spreadsheet and one will find it on the Dashboard worksheet. So far, I only have it available in the Bohr spreadsheet. This is what it looks like and the idea is to give the user additional help in knowing how many shares to purchase to bring the portfolio back into balance. In column J we find the different asset classes available for the portfolio. Column K shows the percentage difference between the target percentage and the actual percentage held in the portfolio. For example, in this portfolio, Large-Cap Value (LCV) is below target by 1.3%.
February 2, 2011 by