As promised here is a goog sheet portfolio sample with all formulae etc… you can make a copy of this ( Go to file / make a copy/ save ) and then modify it suitable for your need. I hope this will be as beneficial to you as has been to me and weekend investing subscribers.
If you think this is useful to you, then please do me a favour. Once the charity foundation I am setting up is ready in a few weeks, donate whole-heartedly to the cause of cancer prevention through it.
Thank you, Alok!. Please forward me the link for donation page
Dear Alok ji
What is this sheet for only an example to setup google sheet for mi25 or mi40 portfolio right
Thanks & Warm Regards.
CHETAN SAREES (1977)
(The Bridal Paradise)
Address: 821-822 GROUND FLOOR NAI SARAK NEAR TOWN HALL CHANDNI CHOWK DELHI 110006, INDIA.
Tel: +91 11 2324 2555, 4362 9355,
93504 79179, 98114 23101.
Yes, u already have it! This is for non subscribers to do their portfolio.
Dear Sir, I saw your mail and most of the things understand and some things still not..1.When this MI-20 slots will be open and when i should arrange the money in my account for buying shares.2.When i have to pay the fees to you..3.when you will give the recommendations..4.Now i am using Zen securites as broker because i am doing most of trading as offline..please give my some brief idea to arrange funds..
Thanks…will donate.. but when do we start the next subscription…into M25….
Currently Mi25 is closed. You may consider Mi30 services. Please see services page on the site.
Please use the mail ID firstname.lastname@example.org for further communications.
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Nice summarised portfolio sheet with live quotes and updation of the excel sheet.
Great to share the Google sheet sheet. I am a newbee investor and have been always wondering about the right time to exit once I have entered into a position. I have always wanted a rule based approach as you have also advocated. Could you throw some light on this in terms of what should be the % loss or a % gain at which I must exit. Shall be wonderful to have your thoughts.
We follow a fixed strategy. There are no rules based on fixed % loss exit etc
I understand this sheet is useful to track and manage equity portfolio. there will be a new sheet with new set of stocks available when Mi20 is launched. Is that correct?
Yes. this is a Demo sheet only.
Alok, can you guide how do I use this sheet. Do we just enter the stocks we hold and it will get updated realtime?
Please see the blog post with the videos to get more out of this…
Hi had applied for Mi 20 through registration on website , no details received yet till date . Please do respond . Thanks
Sorry to hear that. Kindly drop your mail ID again at firstname.lastname@example.org