Aadisht was keenly interested in the spreadsheet I referred to in the post below. It so happens that I am inordinately proud of my creation. So, as a service to society, I have uploaded it to Google and shared it with the world. But:
- You need to be logged in to google to see it
- The data is scrubbed. All values are dummies, except the names of the funds in the first sheet – those are a subset of the ones I actually own. But everything else, including folio numbers, prices and number of units is fake.
- It is writable by anyone. I had to make it writable for you guys to see the formulas. But please don’t make any changes.
- On the last sheet are supposed to be two pivot tables. As I have explained, when I upload a .xls file, Google converts pivot tables into simple tables. But the pivot is self-explanatory and you can recreate it.
- You can download as .xls for your use. But a stupid bug will be apparent to you if you compare the last sheets. It is trivial to fix it.
- The spreadsheet is probably unusable unless you understand the thinking behind it.
The last lacuna, I shall now rectify with the following treatise on how I do my investing.