ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Managemen...
LRPC-BHS-HA Portfol...
Portfolio Managemen...
 
Notifications
Clear all

Portfolio Management Suggestion

 
LRPC-BHS-HA Portfolios
Last Post by Lowell Herr 7 years ago
1 Posts
1 Users
0 Reactions
1,220 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 712
Topic starter March 29, 2019 9:16 AM  

Here is a suggestion for managing your portfolio(s) when using the Kipling spreadsheet.

Set up what I call a "clean" spreadsheet.  1) Zero out all currently held shares and enter the total value of the portfolio as if all money is in cash.  This is what I did with the Basic Portfolio for Schwab Clients, only in this example I assumed the cash value or portfolio value was $100,000.  2) Run the analysis and in the Position Sizing (Manual) worksheet enter the number of shares you would invest in the portfolio.  I refer to this as the "clean" portfolio since one is starting or assuming the total value of the portfolio is in cash.  3) Now compare those "clean" recommendations with the recommendations you came to before zeroing out the shares for each ETF in the portfolio.

If you have questions, I can expand further if this does not make total sense.

Lowell



   
Quote
Topic Tags
clean portfolio setup

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  clean portfolio setup (1) ,

Search Blog

Recent Posts

  • Dirac 2026 Portfolio Review: 2 April 2026
  • Portfolio Hedge: 27 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 619 Topics
  • 789 Posts
  • 3 Online
  • 289 Members
Our newest member: Bill Griffith
Latest Post: Sector Action 4/3/2026
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.17

(Visited 35,577 times, 13 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Dirac 2026 Portfolio Review: 2 April 2026 April 4, 2026
  • Portfolio Hedge: 27 March 2026 March 28, 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026 March 25, 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026 March 23, 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026 March 20, 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026 March 13, 2026
  • Portfolio Hedging March 12, 2026

Recent Comments

  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Darwin 2026: 2 January 2026
  • Beta: A Brief Description
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Copernicus Portfolio Update: 15 January 2026
  • Schrodinger Portfolio Update: 24 February 2026

General Investment News

Portfolios coming up for review.  Pauling, Kepler and Gauss are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Gauss Portfolio Update: 22 December 2025
  • Selecting Closed-End-Funds
  • Rutherford Portfolio Review (Tranche 1): 30 June 2023
  • Carson Portfolio: Creating A New Investing Model – Sector BPI
  • Bullish Percent Indicators: 2 June 2023
  • Bethe Asset Allocation Portfolio Review: 25 February 2025
  • Rutherford Portfolio Review (Tranche 1): 9 February 2024
  • Huygens Portfolio Review: 19 August 2025
  • Relative Portfolio Performance Data: 12 January 2024
  • Bullish Percent Indicators: 25 August 2023
  • Millikan Portfolio Review: 1 July 2025

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d