A utility for all Mi users..1 min read

In the rightmost part of the shared portfolio, you will now find a simple utility to auto-calculate stock positions based on proposed capital.

So if master portfolio is running on 10Lacs and current allocations to each stock are away from the starting mean, you can just plug in your desired capital say 5 lacs in the orange box and it will auto calculate the qty each stock that you need to buy to make your portfolio mirror the Model portfolio.

Once you have done that, you can plug in those quantities and prices in the own named portfolio ( by making a copy of the Master – more instructions for that here..
https://weekendinvesting.files.wordpress.com/2018/01/procedure_to_setup_own_portfolio_sheetpdf.pdf

This utility can also be used if you wish to take off some money from the portfolio…you will be able to proportionately reduce your exposure or increase it as you may deem fit.

Do let us know your further suggestions on this! Happy Momentum!

Here is a snap shot (other stocks are hidden here)
capitalallocation

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October 2, 2020 by Weekend Investing

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    Suresh Kumar
    Suresh Kumar
    5 years ago

    Yes. this is very helpful. Infact i have used calculator for each stock when i invested 5 lacs as capital. Would have been helped me had this been available a week before 🙂 But this helps.

    Thanks, /Suresh

    On Mon, Jan 22, 2018 at 1:54 PM, WeekendInvesting.com wrote:

    > WeekendInvesting.com posted: “In the rightmost part of the shared > portfolio, you will now find a simple utility to auto-calculate stock > positions based on proposed capital. So if master portfolio is running on > 10Lacs and current allocations to each stock are away from the starting me” >