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Lowell
Question on Kipling 3.4 workbook regarding the Manual Risk Adjustments sheet. Why is the position% column under "new holdings" so different from the suggested allocation from auto? Totally different ETFs are recommended. I am baffled.
Using today's date 3/14/2019:
| Ticker | Current Price | Suggested Allocation | Recommended Shares from Auto | Shares to HOLD | Ticker | Shares Required | Position Value | Position % |
| Cash | 1 | 2391.641 | Cash | 22305.5 | 22% | |||
| SHY | 83.75 | 0% | 0 | 250 | SHY | 250 | 20937.5 | 20% |
| VTI | 144.46 | 0 | VTI | -100 | ||||
| VEA | 40.92 | 0 | VEA | 0 | ||||
| VWO | 42.22 | 25% | 610.85977 | VWO | 0 | |||
| VNQ | 85.9 | 25% | 272.39649 | VNQ | -100 | |||
| RWX | 38.87 | 25% | 663.50658 | RWX | 0 | |||
| DBC | 15.99 | 0 | DBC | 0 | ||||
| GLD | 123.84 | 0 | 250 | GLD | 150 | 30960 | 30% | |
| PCY | 27.67 | 25% | 932.07445 | PCY | -100 | |||
| TLT | 121.83 | 0 | 100 | TLT | 0 | 12183 | 12% | |
| AGG | 107.59 | 0 | AGG | 0 | ||||
| SH | 27.96 | 0 | 600 | SH | 500 | 16776 | 16% |
Here is the spreadsheet (looks like I cannot attach the file) https://www.dropbox.com/s/i8avyn6h07xmrdf/Kipling%203.4-Orig.xlsx?dl=0
Any help will be really appreciated!
-Albert
Albert,
This may take a bit to sort out. When working in the Position Sizing (Manual) worksheet, I assume you first set a percentage risk for the portfolio in the Position Sizing (Auto) worksheet. Once that is accomplished, the recommended shares are transferred over to the Position Sizing (Manual) worksheet. At that point you will set the number of shares you want to invest in the portfolio, using the recommendations as a guideline.
Lowell
Albert,
If you need more help, let me know as I don't think I fully answered your question. Perhaps HedgeHunter will fill in some gaps.
Lowell
Albert,
I'm perplexed by the very high percentages you show in the right-hand column. Is your spreadsheet corrupted?
In the Position % column, those percentages are based on the manual number of shares the portfolio manager selects as the number of shares to invest (Column titled Shares to HOLD).
Lowell
Lowell,
I think there is something wrong with the inserted table. It is missing cell border. It should read:
| Position Value | Position % |
| 22305.5 | 22% |
| 20937.5 | 20% |
Is the Shares to HOLD column, allowing us to override the etf we want to do long term hold?
-Albert
Albert,
I need more direction. Are you working in the Position Sizing (Manual)?
Only make changes in the salmon colored cells. The Position Value and Position % will automatically adjust when you make changes in the Shares to HOLD column.
Lowell
Albert,
Do you have an "original" copy of the Kipling SS? If so, go back to that copy, rename it and then enter your securities and the shares you hold in each. Don't forget to enter the correct Cash value in the Portfolio worksheet.
Lowell
Lowell,
Thanks for you help. I was just wasn't thinking about it correctly. I had left over values that I should overwrite.
-Albert
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